Client Associate

Client Associate services clients and provides operational and administrative support to Financial Advisors.

• Educate clients on account services and capabilities
• Input data into financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests

• Leverage communications channels to enhance relationships with clients
• Maintain management systems with up-to-date client information
• Organize logistics for team marketing events and maintain marketing materials
• Provide team with a calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients

Job Type: Full Time

Location:

Baltimore, Maryland

You’ll be working as part of a Wealth Management Team based in Baltimore, Maryland. As a Client Associate, you’ll play an important role in servicing clients and supporting the business.

• Security Industry Essentials (SIE), Series 7 and 66 licenses or willingness to obtain
• Bachelor’s degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

United States
- Maryland
- Baltimore: $55,000 - $65,000 per annum

UBS offers a range of competitive benefits.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.