Wealth Management Client Service Associate

UBS; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS is seeking a Registered Client Associate in Atlanta, GA. This role supports a financial team by maintaining client information, educating clients on services, and preparing materials for client meetings.

You will collect documentation for new accounts and service requests, plan team events, and keep a detailed activity calendar. The ideal candidate has Series 7/66 licenses (for registered CSAs), 2–4 years in client service within finance, and a bachelor degree is preferred.

Qualifications

• Licensed to operate in the U.S. financial services industry (Series 7 and 66).
• 2–4 years of client service experience in finance preferred.
• Bachelor degree preferred or equivalent experience.

Responsibilities

• Keep client management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in preparation of 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

Excellent communicator

Detail oriented

MS Office proficiency

Education

Bachelor degree preferred

Tools

Microsoft Office

Job description

UBS is seeking a Registered Client Associate in Atlanta, GA. This role supports a financial team by maintaining client information, educating clients on services, and preparing materials for client meetings.

You will collect documentation for new accounts and service requests, plan team events, and keep a detailed activity calendar. The ideal candidate has Series 7/66 licenses (for registered CSAs), 2–4 years in client service within finance, and a bachelor degree is preferred.