Wealth Management Client Services Associate

Talentify; Concord (NH); On-site; USD 52,000 - 76,000; Full time

Job summary

UBS, a leading global wealth manager, is seeking a Client Service Associate to join the Alpine Wealth Management team in Concord, NH. You will keep client records up to date, educate clients on account services, and assist with reports for client meetings.

Ideal candidates have 5+ years in client service in finance, strong communication and interpersonal skills, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree is preferred but not required.

Qualifications

• 5+ years of client service experience in finance.
• Bachelor degree preferred but not required.
• Excellent communicator with strong interpersonal skills and confidence.
• Detail oriented; able to manage complex tasks.
• 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

Client service

Communication

Attention to detail

Education

Bachelor degree preferred

Tools

Microsoft Office

Job description

UBS, a leading global wealth manager, is seeking a Client Service Associate to join the Alpine Wealth Management team in Concord, NH. You will keep client records up to date, educate clients on account services, and assist with reports for client meetings.

Ideal candidates have 5+ years in client service in finance, strong communication and interpersonal skills, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree is preferred but not required.