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Client Service Associate

2 months ago

Louisville, Kentucky, United States UBS Full time

About the Role

We are seeking a highly skilled Client Service Associate to join our Global Wealth Management Team in Louisville, Kentucky. As a Client Service Associate, you will play a critical role in providing exceptional service to our high net worth and ultra-high net worth clients.

Key Responsibilities

  • Manage client information and ensure that our management systems are up-to-date.
  • Provide education to clients on our 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 execute team marketing events and maintain marketing materials.
  • Develop and maintain a detailed calendar of activities for the team.

About Our Team

You will be working with a talented team of professionals who are dedicated to helping our clients meet their financial goals. Our team is responsible for providing products and services specifically designed for high net worth and ultra-high net worth individuals and families.

Requirements

  • Series 7 and 66 licenses preferred, but not required.
  • 2 years of experience in client service, preferably within the finance sector.
  • Excellent communication and interpersonal skills.
  • Detail-oriented and proficient in Microsoft Office Suite.

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.

We have a presence in all major financial centers in more than 50 countries. Our purpose-led culture and global infrastructure enable us to connect, collaborate, and work together in agile ways to meet all our business needs.