Wealth Management Client Specialist

UBS; West Palm Beach (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS in West Palm Beach is seeking a Client Services Associate to support the Global Wealth Management team. You will keep client records current, educate clients on account services, and help prepare client meeting materials.

The role requires Series 7 and 66 for registered CSAs, a bachelor’s degree preferred, and strong communication and detail orientation. Proficiency in Microsoft Office is essential, with the ability to manage documentation and calendar activities.

Qualifications

• Series 7 and 66 licenses are required for registered CSAs.
• Bachelor degree preferred.
• Excellent communicator with strong interpersonal skills.
• Detail oriented with high accuracy.
• Proficiency 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

Microsoft Office proficiency

Education

Series 7 & 66 licenses

Bachelor degree preferred

Job description

UBS in West Palm Beach is seeking a Client Services Associate to support the Global Wealth Management team. You will keep client records current, educate clients on account services, and help prepare client meeting materials.

The role requires Series 7 and 66 for registered CSAs, a bachelor’s degree preferred, and strong communication and detail orientation. Proficiency in Microsoft Office is essential, with the ability to manage documentation and calendar activities.