Wealth Client Services Associate

UBS; Omaha (NE); On-site; USD 55,000 - 90,000; Full time

Job summary

UBS in Omaha, NE is seeking a Client Associate to support financial advisors and serve high-net-worth clients. The role focuses on maintaining client information, educating clients on services, handling service requests, and assisting with meeting materials and onboarding documentation.

The ideal candidate has 3+ years in client service, a business/finance background, and licenses such as Series 7 and 66 preferred. Excellent communication and multitasking abilities are required.

Qualifications

• Bachelor's degree or equivalent, focusing on business or finance.
• Licenses: Series 7 and 66 preferred for the role.
• Strong communication and problem-solving skills are essential.
• Ability to manage multiple tasks with attention to detail.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Handle day-to-day service requests from clients.
• Prepare reports and materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Support client relationship building and business development activities.

Skills

Client service

Interpersonal skills

Analytical

Organizational skills

Multi-tasking

Willingness to learn

Education

Bachelor's degree in business or finance

Tools

Series 7 license

Series 66 license

Job description

UBS in Omaha, NE is seeking a Client Associate to support financial advisors and serve high-net-worth clients. The role focuses on maintaining client information, educating clients on services, handling service requests, and assisting with meeting materials and onboarding documentation.

The ideal candidate has 3+ years in client service, a business/finance background, and licenses such as Series 7 and 66 preferred. Excellent communication and multitasking abilities are required.