Wealth Management Client Services Associate

UBS; Palo Alto (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in Palo Alto, California is seeking a Registered Client Associate to support high net worth clients within the Financial Services team. You will keep client information up-to-date, educate clients on account services, and help prepare reports and materials for client meetings.

Ideal candidates have 3–5 years of client service experience in finance, hold Series 7 and 66 licenses, and a finance degree (Bachelor’s or Master’s). Mandarin is a plus; strong MS Office skills are required.

Qualifications

• Ideally 3-5 years of client service experience in finance
• Series 7 and 66 licenses
• Bachelor's or master's degree or equivalent focusing on finance
• Excellent communicator with solid interpersonal skills

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 experience

Excellent communication

Detail oriented

Education

Bachelor's or Master's in Finance or equivalent

Tools

Microsoft Office Suite

Job description

UBS in Palo Alto, California is seeking a Registered Client Associate to support high net worth clients within the Financial Services team. You will keep client information up-to-date, educate clients on account services, and help prepare reports and materials for client meetings.

Ideal candidates have 3–5 years of client service experience in finance, hold Series 7 and 66 licenses, and a finance degree (Bachelor’s or Master’s). Mandarin is a plus; strong MS Office skills are required.