Wealth Client Services Associate — Growth in Finance

UBS; Lexington (VA); Vor Ort; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

UBS is seeking a Client Service Associate in Lexington, KY to support the Global Wealth Management Team. You will keep client information up-to-date, educate clients on services, and assist in preparing materials for client meetings.

The role requires strong communication, attention to detail, and proficiency with Microsoft Office; Series 7/66 licenses are preferred but not required. This full-time position offers exposure to high net worth client service in a global bank.

Qualifikationen

• 2 years of client service experience in finance preferred.
• Series 7 and 66 licenses preferred, not required.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office Suite.

Aufgaben

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in the preparation of reports and 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.

Kenntnisse

Communication skills

Interpersonal skills

Detail-oriented

Series 7 & 66 licenses

Tools

Microsoft Office Suite

Jobbeschreibung

UBS is seeking a Client Service Associate in Lexington, KY to support the Global Wealth Management Team. You will keep client information up-to-date, educate clients on services, and assist in preparing materials for client meetings.

The role requires strong communication, attention to detail, and proficiency with Microsoft Office; Series 7/66 licenses are preferred but not required. This full-time position offers exposure to high net worth client service in a global bank.