Wealth Client Associate: Service & Meetings Specialist

UBS; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Client Associate in San Diego within a Wealth Management branch. You will keep client information current, educate clients on account services, and assist in preparing reports and materials for client meetings.

We value service orientation, strong communication, and attention to detail. Two years in client service in finance is preferred; Series 7/66 licenses are encouraged.

Qualifications

• 2 years of experience in client service within the finance sector
• Excellent communication and interpersonal skills
• Detail oriented with strong attention to accuracy

Responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Skills

Excellent communicator

Detail oriented

Interpersonal skills

Tools

Series 7

Series 66

Job description

UBS is seeking a Client Associate in San Diego within a Wealth Management branch. You will keep client information current, educate clients on account services, and assist in preparing reports and materials for client meetings.

We value service orientation, strong communication, and attention to detail. Two years in client service in finance is preferred; Series 7/66 licenses are encouraged.