Wealth Management Client Services Associate

UBS; Wayzata (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a service-oriented professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings.

The role requires a bachelor's degree in finance, communication, or business, and Series 7 and 66 licenses (or willingness to obtain after hire).

Qualifications

• Bachelor’s degree or equivalent in finance, communication, or business.
• Series 7 and 66 licenses or willingness to obtain after hire.
• Ideally 5 years of experience in client service within the finance sector.
• Excellent communication and solid 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
• 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

Excellent communicator

Detail oriented

Interpersonal skills

Microsoft Office

Series 7 & 66 licenses

Client service experience in finance

Education

Bachelor's degree or equivalent in finance, communication, or business

Job description

UBS is seeking a service-oriented professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings.

The role requires a bachelor's degree in finance, communication, or business, and Series 7 and 66 licenses (or willingness to obtain after hire).