Wealth Management Client Services Associate

UBS; Henderson (NV); On-site; USD 52,000 - 78,000; Full time

Job summary

UBS in Henderson, NV is seeking a Client Services Associate to educate clients on account services and capabilities, and to input client information into the financial planning tools.

You will assist with the preparation of reports for client meetings, ensure documentation for new accounts, maintain up-to-date client records, and organize calendar and marketing logistics for the team.

Qualifications

• SIE, Series 7, Series 66 or combined 63 and 65 licenses preferred.
• At least 2 years of experience in client service within the finance sector.
• Bachelor degree preferred, focusing on Finance.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and thorough.

Responsibilities

• Educate clients on account services and capabilities.
• Input client information into the financial planning tools and Firm tools.
• Assist with the preparation of reports and other materials for client meetings.
• Ensure appropriate documentation is collated for new accounts and service requests.
• Leverage communication channels to enhance relationships with clients.
• Maintain management systems with up-to-date client information.
• Organize logistics for team marketing events and maintain marketing materials.
• Provide team with calendar detailing daily, weekly and monthly activities.
• Identify service opportunities for clients.

Skills

SIE

Series 7

Series 66

Finance experience

Interpersonal skills

Detail oriented

Microsoft Office Suite

Education

Bachelor degree preferred in Finance

Tools

Microsoft Office

Job description

UBS in Henderson, NV is seeking a Client Services Associate to educate clients on account services and capabilities, and to input client information into the financial planning tools.

You will assist with the preparation of reports for client meetings, ensure documentation for new accounts, maintain up-to-date client records, and organize calendar and marketing logistics for the team.