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Registered Client Service Associate

Company: UBS
Location: San Francisco
Posted on: June 12, 2021

Job Description:

Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Client Service Associate to:

  • enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors
  • keep contact 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
  • organize logistics of team marketing events, develop and maintain team marketing material
  • provide the team with a detailed calendar of activities

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Your expertise

  • series 7 and 66 licenses
  • ideally 3-5 years of experience in client service, within the finance sector
  • bachelor's degree or equivalent
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Keywords: UBS, San Francisco , Registered Client Service Associate, Other , San Francisco, California

Click here to apply!

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