Wealth Client Services Specialist

Talentify; Fort Lauderdale (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Fort Lauderdale (Las Olas Branch) seeks a Client Service Associate to support the Global Wealth Management team. You will help educate clients on services, keep client data updated, and assist in preparing materials for client meetings.

The role requires strong communication, attention to detail, and proficiency with Microsoft Office. The team emphasizes service orientation and collaboration while supporting a growing client base in a global wealth management environment.

Qualifications

• Series 7 and 66 licenses required for registered CSAs
• Bachelor degree preferred
• Excellent communicator with solid interpersonal skills
• Detail oriented; nothing gets past you
• Proficient in Microsoft Office Suite

Responsibilities

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

Skills

Series 7 & 66 licenses

Bachelor's degree

Excellent communication

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

UBS in Fort Lauderdale (Las Olas Branch) seeks a Client Service Associate to support the Global Wealth Management team. You will help educate clients on services, keep client data updated, and assist in preparing materials for client meetings.

The role requires strong communication, attention to detail, and proficiency with Microsoft Office. The team emphasizes service orientation and collaboration while supporting a growing client base in a global wealth management environment.