Wealth Management Client Services Associate

UBS; Fort Lauderdale (FL); On-site; USD 52,000 - 65,000; Full time

Job summary

UBS in Fort Lauderdale’s Las Olas Branch is seeking a Client Service Associate to support client information management, educate clients on account services, and assist in preparing client meeting materials. You will collect documentation for new accounts, help plan team marketing events, and maintain calendars to ensure smooth team operations within our Global Wealth Management division.

Excellent communication and attention to detail are essential.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only).
• Bachelor degree preferred.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and thorough.

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 & 66 licenses

Excellent communication

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred

Job description

UBS in Fort Lauderdale’s Las Olas Branch is seeking a Client Service Associate to support client information management, educate clients on account services, and assist in preparing client meeting materials. You will collect documentation for new accounts, help plan team marketing events, and maintain calendars to ensure smooth team operations within our Global Wealth Management division.

Excellent communication and attention to detail are essential.