Wealth Management Client Services Specialist

UBS; Lake Oswego (OR); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Lake Oswego is seeking a client service professional to support a team of financial advisors in the Pacific Northwest. You will educate clients on account services, help prepare reports for meetings, and collect documentation for new accounts and service requests.

You will also plan team marketing events and maintain marketing materials, providing the team with a detailed calendar of activities. Ideal candidates have 3–7 years of experience in client service within finance, a bachelor’s

Qualifications

• 3–7 years of experience in client service within the finance sector.
• Bachelor degree preferred, focusing on finance or related field.
• Excellent communicator with 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

Client service experience

Excellent communication

Detail oriented

MS Office proficiency

Education

Bachelor's degree preferred (finance or related field)

Tools

Microsoft Office Suite

Job description

UBS in Lake Oswego is seeking a client service professional to support a team of financial advisors in the Pacific Northwest. You will educate clients on account services, help prepare reports for meetings, and collect documentation for new accounts and service requests.

You will also plan team marketing events and maintain marketing materials, providing the team with a detailed calendar of activities. Ideal candidates have 3–7 years of experience in client service within finance, a bachelor’s