Job Description
Join to apply for the Registered Client Service Associate role at UBS in New York.
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
Qualifications
- SIE, Series 7 and 66 licenses
- Ideally 3?5 years of experience in client service within the finance sector
- Bachelor's or masters degree or equivalent, focusing on finance
- Excellent communicator, with solid interpersonal skills
- Detail oriented (nothing gets past you)
- Proficient in Microsoft Office Suite
Compensation
- New?York: salary range $75,000 $85,000
Role may also be eligible for discretionary incentive compensation.
Job Details
Full time. Employment reference #332677BR. Located in New York. Youll work with the Financial Services team supporting high?net?worth individuals and families.
Benefits
Visit ubs.com/usbenefits for benefits information.
Inclusion and Commitment
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce. Were committed to disability inclusion and will provide reasonable accommodations throughout the recruitment process when requested.
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Job Tags
Full time, Work at office,