Client Associate

UBS • Houston, TX

3d

About The Position

The Client Associate provides operational and administrative support to Financial Advisors in UBS’s Wealth Management team in the Houston Clearlake office. The team manages, preserves, and grows clients’ wealth and offers solutions for wealth management and succession planning.

The role involves maintaining client information, educating clients about account services, preparing materials for client meetings, gathering account and service-request documentation, supporting team marketing activities, and coordinating a detailed calendar of activities.

Requirements

• High school diploma.
• Client service experience.
• Excellent communication and interpersonal skills.
• Strong attention to detail.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect the appropriate documentation for opening new accounts and processing 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.
• Opportunities to grow.
• A supportive team.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED