Wealth Management Client Associate: Premium Service

UBS; Clayton (MO); On-site; USD 60,000 - 85,000; Full time

Job summary

UBS in Clayton, MO is seeking a Client Associate to support the Wealth Management team. You’ll guide new clients through onboarding, manage high-priority transactions, and help maintain accurate records to deliver a premium client experience.

The role emphasizes client service, regulatory readiness, and clear communication. Candidates typically have 2–5 years in finance client service, a Bachelor's degree, and may hold Series 7/66 licenses.

Qualifications

• 2–5 years of client service experience in the finance sector.
• Series 7 and 66 licenses preferred.
• Bachelor's degree preferred in Finance, Business Administration, or Communications.
• Excellent communicator with strong interpersonal skills.
• Detail oriented and accurate in data handling.
• Proficient in Microsoft Office Suite.

Responsibilities

• Own the Client Onboarding Journey: guide new clients through account openings and digital tool enrollment.
• Execute money movement & transactions: wire transfers, journals, and ACH requests with precision.
• Maintain data excellence: ensure client management systems are accurate and serve as the source of truth.
• Drive proactive issue resolution: anticipate bottlenecks and resolve inquiries with a client-first mindset.
• Educate clients on account services, digital capabilities, and platform features.
• Support regulatory compliance: collect and organize documents for service requests to meet standards.

Skills

Series 7 & 66 licenses

Client service experience

Excellent communicator

Detail oriented

MS Office

Education

Bachelor's degree preferred (Finance/Business/Communications)

Tools

Microsoft Office Suite

Job description

UBS in Clayton, MO is seeking a Client Associate to support the Wealth Management team. You’ll guide new clients through onboarding, manage high-priority transactions, and help maintain accurate records to deliver a premium client experience.

The role emphasizes client service, regulatory readiness, and clear communication. Candidates typically have 2–5 years in finance client service, a Bachelor's degree, and may hold Series 7/66 licenses.