Wealth Management Client Associate

Talentify; New Haven (CT); On-site; USD 60,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate in New Haven to support wealth management activities within a U.S. branch. You will keep client information updated, educate clients on account services, and assist with preparing reports for client meetings.

The role requires licenses Series 7 and 66 (for registered CSAs), and ideally about one year of client service experience in finance, with strong communication and detail orientation. Proficiency in Microsoft Office is expected.

Qualifications

• series 7 and 66 licenses (for registered CSAs only)
• ideally one year of experience in client service, within the finance sector
• 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 license

Series 66 license

Client service experience

Excellent communication

MS Office proficiency

Job description

UBS is seeking a Client Associate in New Haven to support wealth management activities within a U.S. branch. You will keep client information updated, educate clients on account services, and assist with preparing reports for client meetings.

The role requires licenses Series 7 and 66 (for registered CSAs), and ideally about one year of client service experience in finance, with strong communication and detail orientation. Proficiency in Microsoft Office is expected.