Wealth Client Associate: Service & Reports

UBS; Pasadena (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits

Potential variable compensation

Job summary

UBS in Pasadena, CA is seeking a Registered Client Associate to support high net worth clients. You will keep client information up to date in management systems, educate clients on account services, and help prepare reports for meetings.

Ideal candidates have SIE, Series 7 and 66 licenses, 3–5 years in client service in finance, a finance degree, strong communication, attention to detail, and proficiency in Microsoft Office. Mandarin is a plus. This is a full-time, on-site role with UBS.

Qualifications

• SIE, Series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• mandarin is a plus

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

Client service experience

Interpersonal skills

Excellent communication

Attention to detail

Mandarin is a plus

Education

Bachelor's or Master's in Finance

Tools

Microsoft Office Suite

Job description

UBS in Pasadena, CA is seeking a Registered Client Associate to support high net worth clients. You will keep client information up to date in management systems, educate clients on account services, and help prepare reports for meetings.

Ideal candidates have SIE, Series 7 and 66 licenses, 3–5 years in client service in finance, a finance degree, strong communication, attention to detail, and proficiency in Microsoft Office. Mandarin is a plus. This is a full-time, on-site role with UBS.