Wealth Management Client Service Pro

UBS; Paramus (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in Paramus, NJ is seeking a service-oriented Client Service Associate to support Financial Advisors. You will keep client information current, educate clients on account services, and assist in preparing materials for meetings.

The role requires 3–5 years in client service within finance, a college degree in Finance/Banking, strong communication, and high attention to detail. Proficiency with Microsoft Office is expected. This is a full-time, on-site position in Paramus.

Qualifications

• Series 7/66 licenses not required at time of hire.
• 3–5 years of client service experience in the finance sector.
• College degree with a focus on Finance/Banking.
• Excellent communicator with strong interpersonal skills.
• Detail oriented with meticulous accuracy.

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 and 66 licenses

Client service experience

Excellent communicator

Detail oriented

Proficient in Microsoft Office Suite

Education

College degree in Finance/Banking

Tools

Microsoft Office Suite

Job description

UBS in Paramus, NJ is seeking a service-oriented Client Service Associate to support Financial Advisors. You will keep client information current, educate clients on account services, and assist in preparing materials for meetings.

The role requires 3–5 years in client service within finance, a college degree in Finance/Banking, strong communication, and high attention to detail. Proficiency with Microsoft Office is expected. This is a full-time, on-site position in Paramus.