Wealth Management Client Associate

Talentify; Red Bank (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS Wealth Management in Red Bank, NJ, is seeking a Registered Client Associate to support a high-net-worth client advisory team. You will keep client records current, educate clients on account services and help prepare materials for meetings.

The ideal candidate has Series 7 and 66 licenses, 2+ years in client service within finance, and strong communication and collaboration skills. Proficiency in Microsoft Office is required, with attention to detail and a proactive mindset.

Qualifications

• Series 7 and 66 licenses.
• Ideally 2+ years of experience in client service, within the finance sector.
• Collaborative in nature with a proactive mindset and willingness to lead.
• 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

Collaborative mindset

Excellent communication

Detail oriented

Tools

Microsoft Office

Job description

UBS Wealth Management in Red Bank, NJ, is seeking a Registered Client Associate to support a high-net-worth client advisory team. You will keep client records current, educate clients on account services and help prepare materials for meetings.

The ideal candidate has Series 7 and 66 licenses, 2+ years in client service within finance, and strong communication and collaboration skills. Proficiency in Microsoft Office is required, with attention to detail and a proactive mindset.