Wealth Client Services Specialist

Talentify; Alpharetta (GA); On-site; USD 60,000 - 78,000; Full time

Job summary

UBS in Alpharetta, GA is seeking a Client Associate to support a financial team with client information, reports, and meeting materials.

Responsibilities include educating clients on account services, collecting documentation for new accounts, and coordinating calendar activities. Licenses Series 7 and 66 are required for CSAs, with 1–2 years of client service experience in finance preferred.

Qualifications

• Licenses required: Series 7 and Series 66 for CSAs.
• 1–2 years of client service experience in finance preferred.
• Bachelor degree preferred.

Responsibilities

• Keep client information in management systems up-to-date.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect the required 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.

Skills

Series 7 license

Series 66 license

Client service experience

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

UBS in Alpharetta, GA is seeking a Client Associate to support a financial team with client information, reports, and meeting materials.

Responsibilities include educating clients on account services, collecting documentation for new accounts, and coordinating calendar activities. Licenses Series 7 and 66 are required for CSAs, with 1–2 years of client service experience in finance preferred.