Wealth Management Client Associate & Meetings Coordinator

UBS; Town of Chesterfield (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

UBS in Chesterfield, MO is seeking a full-time Client Services Associate to support Wealth Management Americas. You will keep client records current, educate clients on account services and capabilities, and assist in preparing materials for client meetings.

The role requires a bachelor’s degree and securities licenses (Series 7 and 66) or willingness to obtain after hire, with a focus on finance and strong communication.

Qualifications

• Bachelor’s degree or equivalent, focusing on finance, communication, or business.
• Series 7 and 66 licenses or willingness to obtain after hire.
• Ideally 5 years of experience in client service, within the finance sector.
• An 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

Excellent communication

Interpersonal skills

Detail oriented

Education

Bachelor’s degree or equivalent in finance/communication/business

Tools

Microsoft Office

Job description

UBS in Chesterfield, MO is seeking a full-time Client Services Associate to support Wealth Management Americas. You will keep client records current, educate clients on account services and capabilities, and assist in preparing materials for client meetings.

The role requires a bachelor’s degree and securities licenses (Series 7 and 66) or willingness to obtain after hire, with a focus on finance and strong communication.