Wealth Client Services Specialist

UBS; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS in Miami is seeking a Registered Client Associate to support the Global Wealth Management team in delivering exceptional client service. You will keep client records updated, educate clients on account services and capabilities, and help prepare materials for client meetings.

You will also collect documentation for opening new accounts, assist in planning team marketing events, and maintain a detailed calendar of activities to support the team's success in a fast-paced bank environment.

Qualifications

• Client Focus
• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem Analysis

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

Client Focus

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem Analysis

Job description

UBS in Miami is seeking a Registered Client Associate to support the Global Wealth Management team in delivering exceptional client service. You will keep client records updated, educate clients on account services and capabilities, and help prepare materials for client meetings.

You will also collect documentation for opening new accounts, assist in planning team marketing events, and maintain a detailed calendar of activities to support the team's success in a fast-paced bank environment.