Wealth Management Client Associate

UBS; Pennsylvania; On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Philadelphia is hiring a Registered Client Associate to support client service and operations. The role focuses on keeping client records current, educating clients on account services, and preparing materials for client meetings.

You will collect documentation for new accounts, plan team events, maintain marketing materials, and deliver a detailed calendar of activities to the team. The position requires Series 7 and 66 licenses and a bachelor’s degree, with strong communication skills

Qualifications

• Series 7 and 66 licenses required.
• Bachelor degree preferred.
• Excellent communicator with strong 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 & 66 licenses

Excellent communicator

Detail oriented

Microsoft Office Suite

Education

Bachelor degree preferred

Job description

UBS in Philadelphia is hiring a Registered Client Associate to support client service and operations. The role focuses on keeping client records current, educating clients on account services, and preparing materials for client meetings.

You will collect documentation for new accounts, plan team events, maintain marketing materials, and deliver a detailed calendar of activities to the team. The position requires Series 7 and 66 licenses and a bachelor’s degree, with strong communication skills