Registered Client Associate

UBS; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS in Atlanta, GA is seeking a Registered Client Associate to support a financial team by maintaining client information, educating clients on account services, and preparing materials for client meetings.

Ideal candidates hold Series 7 and 66 licenses, have about 3 years of client service experience in finance, a bachelor's degree, and strong communication and Microsoft Office skills.

Qualifications

• Licenses Series 7 and 66 required for registered CSAs.
• About 3 years of client service experience in finance preferred.
• Bachelor's degree preferred.

Responsibilities

• Keep client information up-to-date in management systems.
• Educate clients on account services and capabilities.
• Prepare reports and materials for client meetings.
• Collect 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.

Skills

Series 7 & 66 licenses

Client service experience

Excellent communicator

Detail oriented

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Job Type

Full Time

Job Reference #

342810BR

City

Atlanta

Key Responsibilities

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

We’re looking for a Registered Client Associate to:

• 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

The team

You’ll be working on a financial team in Atlanta, GA.

Your Skills And Experience

• series 7 and 66 licenses (for registered CSAs only)
• ideally 3 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.