Client Associate

UBS • Louisville, KY

4d

About The Position

Are you truly service-oriented and take pride in helping create a seamless, professional client experience? Do you enjoy stayinganized, preparing materials, and supporting a growing wealth management practice behind the scenes?
We're looking for a Client Associate to:
• Keep client management systems up to date with accurate and confidential information
• Prepare reports, account statements, andanized materials for client meetings
• Draft clear and concise executive summaries following client meetings
• Collect and process documentation for new accounts and service requests
• Assist with marketing initiatives,munications, and maintaining marketing materials
• Support meeting preparation, follow-ups, and ongoing client service needs
• Provide day-to-day administrative and operational support to allow the advisor to focus on client relationships and business development
You'll be working on a wealth management team in Louisville, KY. We help high net worth individuals and families meet their financial goals by providing services specifically designed for them.

Requirements

• Ideally experience in client service, preferably within financial services or a professional services environment
• Strong written and verbalmunication skills
• Highly detail-oriented with excellentanizational skills
• Professional, pleasant demeanor with amitment to exceptional service
• Proficiency in Microsoft Office Suite

Nice To Haves

• Bachelor's degree strongly preferred, desire to gain industry designations preferred

Responsibilities

• Keep client management systems up to date with accurate and confidential information
• Prepare reports, account statements, andanized materials for client meetings
• Draft clear and concise executive summaries following client meetings
• Collect and process documentation for new accounts and service requests
• Assist with marketing initiatives,munications, and maintaining marketing materials
• Support meeting preparation, follow-ups, and ongoing client service needs
• Provide day-to-day administrative and operational support to allow the advisor to focus on client relationships and business development

What This Job Offers

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