Wealth Client Services Associate

UBS; Winter Park (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

UBS in Winter Park, FL is seeking a Client Service Associate to serve as the first point of contact for inbound client calls and support advisors in delivering an exceptional client experience. You will process account transactions, gather information for openings, and maintain client data with accuracy.

You will engage with high-net-worth clients, schedule meetings, and stay current on firm policies and platforms, ensuring timely, professional service in a fast-paced setting.

Qualifications

• 1–3 years of experience in client service, preferably within the financial services industry.
• Series 7 and 66 licensed (or commitment to earning them shortly after hire).
• Ability to thrive in a fast-paced, collaborative and detail-oriented environment.
• Excellent communicator with solid interpersonal skills.
• Commitment to learning and self-development.
• Attention to detail and organizational abilities.
• Proficient in Microsoft Office Suite.

Responsibilities

• Serve as first point of contact by managing inbound client calls and initiating outbound calls as needed.
• Help support client advisors in delivering exceptional client service and experience.
• Process client requests, including account transactions, disbursements, and investment-related changes.
• Direct contact with sophisticated high and ultra-high net worth clients.
• Research and resolve complex or unique client inquiries in a timely and professional manner.
• Gather and process information needed for account opening and maintenance.
• Proactively engage with clients, anticipate their needs, and provide exemplary customer service.
• Maintain up-to-date knowledge of firm policies, procedures, and technology platforms.
• Greet and welcome clients into the office when they arrive for meetings.
• Educate clients on UBS services and account features.
• Updating and maintaining Client Data.
• Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients.
• Assist in preparing reports, presentations, and other materials for client meetings.
• Manage a multitude of tasks in a fast-paced environment, while delivering accurate and timely results Plan.

Skills

Client service

Communication

Interpersonal skills

Attention to detail

Microsoft Office

Series 7 & 66 licenses

Job description

UBS in Winter Park, FL is seeking a Client Service Associate to serve as the first point of contact for inbound client calls and support advisors in delivering an exceptional client experience. You will process account transactions, gather information for openings, and maintain client data with accuracy.

You will engage with high-net-worth clients, schedule meetings, and stay current on firm policies and platforms, ensuring timely, professional service in a fast-paced setting.