Wealth Management Client Associate | Service & Support

UBS; Sacramento (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Client Associate for its Wealth Management team in Sacramento. You will educate clients on account services, keep client information up-to-date, prepare materials for client meetings, and collect documentation to open new accounts and service requests.

Join a global wealth manager that serves ultra-high-net-worth individuals and families and supports a collaborative, client-focused environment. Full-time position with competitive benefits.

Qualifications

• Ideally 1-3 years of experience in client service within the finance sector.
• Bachelor degree preferred.
• 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.

Skills

Client service experience

Excellent communicator

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Associate for its Wealth Management team in Sacramento. You will educate clients on account services, keep client information up-to-date, prepare materials for client meetings, and collect documentation to open new accounts and service requests.

Join a global wealth manager that serves ultra-high-net-worth individuals and families and supports a collaborative, client-focused environment. Full-time position with competitive benefits.