Wealth Management Client Associate — Client Relations Pro

UBS; Atlanta (GA); On-site; USD 50,000 - 75,000; Full time

Job summary

UBS is seeking a Registered Client Associate in Atlanta to support a wealth management team. You will educate clients on account services, process requests, and assist in preparing reports for client meetings.

The ideal candidate will have strong client service experience, possess Series 7 and 66 licenses, and ideally have a Bachelor’s degree. Excellent communication and organizational skills are essential for this role.

Qualifications

• 5 years of experience in client service, ideally in the finance sector.
• Series 7 and 66 licenses for registered CSAs.

Responsibilities

• Educate clients on account services and capabilities.
• Input data into Financial Planning tools.
• Organize logistics of team marketing events.

Skills

Client service experience

Communication skills

Detail oriented

Microsoft Office Suite proficiency

Education

Bachelor degree preferred

Job description

UBS is seeking a Registered Client Associate in Atlanta to support a wealth management team. You will educate clients on account services, process requests, and assist in preparing reports for client meetings.

The ideal candidate will have strong client service experience, possess Series 7 and 66 licenses, and ideally have a Bachelor’s degree. Excellent communication and organizational skills are essential for this role.