Wealth Management Client Services Associate

UBS; Louisville (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

UBS, a leading global wealth manager, invites applicants for a full‑time role in Louisville, KY. You will support client interactions, educate clients on account services, and help prepare meeting materials within a high net worth advisory team.

The position focuses on accuracy, team collaboration, and proactive scheduling. Prior experience in finance and solid MS Office skills are preferred.

Qualifications

• Ideally 2 years of client service experience in the finance sector.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist 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

Excellent communicator

Detail oriented

Finance sector knowledge

Tools

Microsoft Office Suite

Job description

UBS, a leading global wealth manager, invites applicants for a full‑time role in Louisville, KY. You will support client interactions, educate clients on account services, and help prepare meeting materials within a high net worth advisory team.

The position focuses on accuracy, team collaboration, and proactive scheduling. Prior experience in finance and solid MS Office skills are preferred.