Wealth Management Client Support Specialist

UBS; Bellevue (WA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a client associate in Bellevue/Seattle to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date, educate clients on account services, and help prepare reports and other materials for client meetings.

The role requires 3–7 years of client service experience in finance, a bachelor’s degree, strong communication and interpersonal skills, attention to detail, and proficiency with Microsoft Office.

Qualifications

• ideally 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

Interpersonal skills

Detail-oriented

Communication skills

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

UBS is seeking a client associate in Bellevue/Seattle to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date, educate clients on account services, and help prepare reports and other materials for client meetings.

The role requires 3–7 years of client service experience in finance, a bachelor’s degree, strong communication and interpersonal skills, attention to detail, and proficiency with Microsoft Office.