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Client Service Associate

2 months ago

Wayzata, Minnesota, United States UBS Full time
About the Role

We are seeking a highly skilled Client Service Associate to provide operational and administrative support to our financial advisors. As a key member of our team, you will be responsible for maintaining accurate and up-to-date client information, educating clients on account services and capabilities, and assisting with the preparation of reports and other materials for client meetings.

Key Responsibilities
  • Maintain accurate and up-to-date client information in management systems
  • Educate clients on account services and capabilities
  • Assist with the preparation of reports and other materials for client meetings
  • Collect necessary documentation for opening new accounts and service requests
  • Plan and coordinate team marketing events and maintain marketing materials
  • Provide a detailed calendar of activities to the team
About UBS

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from our competitors.

Requirements
  • Bachelor's degree or equivalent in finance, communication, or business
  • Series 7 and 66 licenses or willingness to obtain after hire
  • 5 years of experience in client service within the finance sector
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.