Client Associate - Part Time

UBS • Pasadena, CA

6d • $55,000 - $75,000 • Onsite

About The Position

We’re looking for a Client 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, and provide the team with a detailed calendar of activities. You’ll be working with a dynamic, growing team in Pasadena, CA. As a Client Associate, you’ll play an important role within the team leading client service focus.

Requirements

• series 7 and 66 licenses preferred (must obtain within 180 days of start date)
• ideally 2 years of experience in client service, finance or banking sector preferred
• bachelor's degree (preferred, not required), focusing on financial market
• 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

Benefits

• flexible working options when possible

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level