Wealth Management Client Associate | Client Services

UBS; Seal Beach (CA); On-site; USD 65,000 - 75,000; Full time

Job summary

UBS is seeking a client service professional at our Seal Beach, California, location. In this role you will support Stumpo Sikorski Wealth Management by keeping client records current and educating clients on account services and capabilities.

You will assist in preparing reports for client meetings, gather documentation for new accounts, and help plan team marketing events while maintaining an organized calendar of activities.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only).
• Ideally 3+ years of experience in client service, within the finance sector.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; nothing gets past you.
• Bachelor degree in business or related field preferred.
• 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

Excellent communicator

Detail oriented

Education

Bachelor degree preferred, focusing on business

Tools

Microsoft Office Suite

Job description

UBS is seeking a client service professional at our Seal Beach, California, location. In this role you will support Stumpo Sikorski Wealth Management by keeping client records current and educating clients on account services and capabilities.

You will assist in preparing reports for client meetings, gather documentation for new accounts, and help plan team marketing events while maintaining an organized calendar of activities.