Wealth Management Client Associate - Service & Ops Lead

UBS; Chesterfield (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

UBS is seeking a Registered Client Associate in Chesterfield, MO to support wealth management teams by keeping client information up-to-date, educating clients on services, and preparing materials for meetings.

The role requires a bachelor's degree, securities licenses or willingness to obtain, strong communication and interpersonal skills, attention to detail, and proficiency with Microsoft Office.

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 communicator

Interpersonal skills

Detail oriented

Education

Bachelor’s degree or equivalent (finance/communication/business)

Series 7 and 66 licenses or willingness to obtain

Tools

Microsoft Office Suite

Job description

UBS is seeking a Registered Client Associate in Chesterfield, MO to support wealth management teams by keeping client information up-to-date, educating clients on services, and preparing materials for meetings.

The role requires a bachelor's degree, securities licenses or willingness to obtain, strong communication and interpersonal skills, attention to detail, and proficiency with Microsoft Office.