Wealth Management Client Concierge

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

Job summary

UBS in Los Angeles is seeking a Registered Client Associate to join a Wealth Management team at the Beverly Hills branch. This full-time Office-based position offers daily client interaction and collaboration with the LA Wealth Management group.

The role emphasizes maintaining client records, educating clients on services, preparing materials for meetings, and processing new account documentation. Strong communication, detail-orientation, and MS Office skills are essential.

Qualifications

• Licenses (Series 7 and 66) preferred; must obtain within 6 months of start date.
• Approximately 2 years of client service experience in finance.
• Bachelor's degree preferred, concentrating in wealth management.
• Excellent communication skills and strong interpersonal abilities.
• Detail orientation; meticulous and accurate work.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect 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

Series 7 & 66 licenses

Client service experience

Interpersonal communication

Detail oriented

Education

Bachelor's degree preferred, wealth management

Tools

Microsoft Office Suite

Job description

UBS in Los Angeles is seeking a Registered Client Associate to join a Wealth Management team at the Beverly Hills branch. This full-time Office-based position offers daily client interaction and collaboration with the LA Wealth Management group.

The role emphasizes maintaining client records, educating clients on services, preparing materials for meetings, and processing new account documentation. Strong communication, detail-orientation, and MS Office skills are essential.