Wealth Client Services Specialist

Talentify; Los Angeles (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Los Angeles, CA is seeking a full-time Wealth Management Support Associate in the Beverly Hills branch. You will work with a Wealth Management team, keeping client data up-to-date and assisting with client meetings.

The ideal candidate has Series 7/66 licenses preferred, with about 2 years of client service experience in finance, and a bachelor’s degree preferred. Strong communication and detail orientation, plus proficiency in Microsoft Office, are expected.

Qualifications

• Series 7 and 66 licenses preferred (must obtain within 6 months of start date)
• Ideally 2 years of experience in client service within the finance sector
• Bachelor degree preferred, focusing on wealth management
• 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 licenses

Series 66 licenses

Client service experience

Bachelor's degree

Communication skills

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

UBS in Los Angeles, CA is seeking a full-time Wealth Management Support Associate in the Beverly Hills branch. You will work with a Wealth Management team, keeping client data up-to-date and assisting with client meetings.

The ideal candidate has Series 7/66 licenses preferred, with about 2 years of client service experience in finance, and a bachelor’s degree preferred. Strong communication and detail orientation, plus proficiency in Microsoft Office, are expected.