Wealth Management Client Services Associate

Talentify; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Boca Raton is seeking a client associate to join the Wealth Management team in a full-time, in-office role at the Boca Raton Branch. You will support the team by maintaining client records and assisting with client meetings.

Key duties include educating clients on account services, preparing reports, gathering documentation for new accounts, planning team marketing events, and maintaining a detailed activity calendar. Series 7/66 preferred with 2 years in client service.

Qualifications

• 2 years of client service experience in finance
• Series 7 and 66 preferred; must obtain within 6 months of start date
• Bachelor degree preferred, focusing on wealth management
• Excellent communicator with solid interpersonal skills
• Detail oriented
• 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

Series 7 license

Series 66 license

Client service experience

Microsoft Office

Interpersonal skills

Education

Bachelor's degree in wealth management

Tools

Microsoft Office Suite

Job description

UBS in Boca Raton is seeking a client associate to join the Wealth Management team in a full-time, in-office role at the Boca Raton Branch. You will support the team by maintaining client records and assisting with client meetings.

Key duties include educating clients on account services, preparing reports, gathering documentation for new accounts, planning team marketing events, and maintaining a detailed activity calendar. Series 7/66 preferred with 2 years in client service.