Wealth Client Services Associate — Sarasota

UBS; Sarasota (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

UBS Wealth Management Americas in Sarasota is seeking a Registered Client Service Associate to support the financial advisory team and deliver premier client service. You will maintain client records, educate clients on services, and help prepare materials for client meetings.

The role requires Series 7/66 licenses, about 3+ years in client service within finance, and a bachelor’s degree. Strong communication and Excel skills are essential for success in a collaborative, growth-oriented

Qualifications

• Series 7 and 66 licenses are required or preferred for the role.
• 3+ years of experience in client service within finance.
• Bachelor's degree in business or finance preferred.
• Excellent communication and interpersonal skills are essential.
• Detail-oriented with strong organizational abilities.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect documentation for opening new accounts and service requests.
• Plan team marketing events and maintain materials.
• Provide the team with a detailed calendar of activities.

Skills

Series 7 & 66 licenses

Client service experience

Bachelor's degree in business/finance

Excellent communication

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred in business/finance

Tools

Microsoft Office Suite

Job description

UBS Wealth Management Americas in Sarasota is seeking a Registered Client Service Associate to support the financial advisory team and deliver premier client service. You will maintain client records, educate clients on services, and help prepare materials for client meetings.

The role requires Series 7/66 licenses, about 3+ years in client service within finance, and a bachelor’s degree. Strong communication and Excel skills are essential for success in a collaborative, growth-oriented