Wealth Management Client Services Pro

UBS; Red Bank (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Red Bank, NJ is seeking a Registered Client Associate to support the UBS Wealth Management team. Responsibilities include maintaining client information in management systems, educating clients on account services, preparing reports for client meetings, and collecting documentation for new accounts and service requests.

The role requires Series 7 and 66 licenses, 2+ years of client service experience in finance, strong communication, collaboration, and attention to detail.

Qualifications

• Two+ years of client service experience in the finance sector.
• Collaborative, proactive with leadership willingness.
• Excellent communication and interpersonal skills.
• Detail oriented; nothing slips past you.

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 license

Series 66 license

Client service experience

Collaborative mindset

Excellent communication

Detail oriented

Tools

Microsoft Office Suite

Job description

UBS in Red Bank, NJ is seeking a Registered Client Associate to support the UBS Wealth Management team. Responsibilities include maintaining client information in management systems, educating clients on account services, preparing reports for client meetings, and collecting documentation for new accounts and service requests.

The role requires Series 7 and 66 licenses, 2+ years of client service experience in finance, strong communication, collaboration, and attention to detail.