Wealth Management Client Associate

UBS; BLOOMINGTON (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS, a global wealth manager, seeks a Client Associate for our Bloomington, Minnesota office. You will support the Jenson Wealth Management team by delivering responsive client service and handling day-to-day details to ensure a seamless client experience.

The role emphasizes strong communication, attention to detail, and collaboration with the team in serving clients and gathering information to address client priorities within the full financial picture.

Qualifications

• Licensing required: Series 7 and 66 or willingness to obtain after hire.
• Typically 5 years of client service experience, preferably in finance.
• Bachelor's degree or equivalent in finance, communication, or business.
• Excellent communication and interpersonal skills are essential.
• Detail orientation – accuracy is critical.
• Proficient in Microsoft Office Suite and standard tools.

Responsibilities

• Provide responsive support to clients and assist the team with day-to-day details for a seamless client experience.
• Support relationship-building by listening to client priorities and helping manage financial information.

Skills

Series 7 and 66 licenses

5 years client service experience

Bachelor's degree

Excellent communicator

Detail oriented

Microsoft Office proficiency

Education

Bachelor's degree or equivalent (finance/business)

Tools

Microsoft Office Suite

Job description

UBS, a global wealth manager, seeks a Client Associate for our Bloomington, Minnesota office. You will support the Jenson Wealth Management team by delivering responsive client service and handling day-to-day details to ensure a seamless client experience.

The role emphasizes strong communication, attention to detail, and collaboration with the team in serving clients and gathering information to address client priorities within the full financial picture.