Client Associate, Registered

UBS • Orlando, FL

4d • Onsite

About The Position

We're looking for a Client Service Associate to:
• 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
You'll be working as part of UBS Wealth Management Americas in the Winter Park, FL office. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you'll play an important role in client service and team support.

Requirements

• series 7 and 66 licenses
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellentmunicator, with solid interpersonal skills
• detail oriented
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees