Wealth Client Experience Specialist

Talentify; Bloomington (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Client Service Associate in Bloomington to deliver a best-in-class client experience, manage client accounts, and handle deposits and distributions with precision. The role emphasizes strong communication, attention to detail, and efficient administrative support in a financial services setting.

The ideal candidate will hold Series 7/66 licenses (or be willing to obtain after hire), have 5 years' client service experience in finance, and possess a finance/business-oriented

Qualifications

• Series 7 and 66 licenses or willingness to obtain after hire.
• Ideally 5 years of experience in client service, preferably within the finance sector.
• Bachelor's degree or equivalent, focusing on finance, communication, or business.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Responsibilities

• Provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution.
• Onboard and maintain client accounts, process deposits and distributions.
• Perform administrative duties that support daily business practices.

Skills

Series 7 license

Series 66 license

Client service

Detail-oriented

Microsoft Office

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Service Associate in Bloomington to deliver a best-in-class client experience, manage client accounts, and handle deposits and distributions with precision. The role emphasizes strong communication, attention to detail, and efficient administrative support in a financial services setting.

The ideal candidate will hold Series 7/66 licenses (or be willing to obtain after hire), have 5 years' client service experience in finance, and possess a finance/business-oriented