Wealth Client Services Specialist

UBS; Houston (TX); On-site; USD 65,000 - 75,000; Full time

Job summary

UBS in Houston is seeking a Client Associate to support a high-performing wealth management team in the River Oaks office. You will keep client information current, educate clients on services, and assist in preparing meeting materials to help drive client engagement.

The role requires series 7 and 66 licenses, 2–5 years in client service in finance, and a bachelor’s degree preferred. You’ll thrive in a collaborative team with strong attention to detail and MS Office proficiency.

Qualifications

• Series 7 and 66 licenses required.
• 2–5 years of client service experience in finance.
• Bachelor degree preferred.
• Strong teamwork and communication skills.
• Detail-oriented with a positive attitude.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare 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.

Skills

Series 7 & 66 licenses

2-5 years experience

Team communication

Positive attitude

Attention to detail

MS Office

Education

Bachelor's degree

Job description

UBS in Houston is seeking a Client Associate to support a high-performing wealth management team in the River Oaks office. You will keep client information current, educate clients on services, and assist in preparing meeting materials to help drive client engagement.

The role requires series 7 and 66 licenses, 2–5 years in client service in finance, and a bachelor’s degree preferred. You’ll thrive in a collaborative team with strong attention to detail and MS Office proficiency.