Wealth Management Associate — Client Service Leader

UBS; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS is hiring for a client-focused, fully employed role at its Wealth Advice Center in Dallas. You will serve as the primary contact for clients and financial partners, handling account maintenance, document reviews, and inquiries to ensure high-quality, compliant service.

The role emphasizes accurate processing, cross-team collaboration, and ongoing education on digital tools and solutions to enhance the client experience.

Qualifications

• bachelor's degree or equivalent experience in wealth management, banking, financial services, operations, or client service
• strong attention to detail and commitment to accuracy
• excellent problem-solving and organizational skills
• ability to manage multiple priorities in a fast-paced environment
• effective written and verbal communication skills
• experience reviewing financial documents and servicing client accounts preferred
• completed the SIE at least 30 days before joining UBS
• series 7 and Series 66 required (or must be obtained within 120 days of start date)
• proficient with Microsoft Suite Applications, including Outlook, Word, and Excel
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use

Responsibilities

• deliver exceptional client service by resolving requests accurately, professionally, and within established service standard
• serve as a primary point of contact for clients, Financial Advisors, and business partners to address account servicing needs and inquiries
• process account maintenance activities, including profile updates, registration changes, beneficiary updates, account retitling, ownership changes, and authorized party requests
• review and process client documentation for trust, estate, custodial, corporate, and power of attorney accounts, ensuring accuracy and regulatory compliance
• proactively identify and resolve documentation issues while maintaining a high standard of quality and risk management
• support account lifecycle events, operational processing, case management, and remediation activities
• educate clients on account services, digital capabilities, and available solutions to enhance their overall experience
• maintain accurate records and adhere to all UBS policies, compliance requirements, supervisory procedures, and operational controls

Skills

Bachelor's degree knowledge

Attention to detail

Problem solving

Multi-priority management

Written & verbal comms

Financial documents review

SIE completed

Series 7 & 66

Microsoft Office

AI/workflow curiosity

Education

Bachelor's degree or equivalent

Job description

UBS is hiring for a client-focused, fully employed role at its Wealth Advice Center in Dallas. You will serve as the primary contact for clients and financial partners, handling account maintenance, document reviews, and inquiries to ensure high-quality, compliant service.

The role emphasizes accurate processing, cross-team collaboration, and ongoing education on digital tools and solutions to enhance the client experience.