Registered Client Associate

UBS; Coral Gables (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Coral Gables, FL seeks a Registered Client Service Associate to support Financial Advisors through order entry and client service activities. You will educate clients on account services, manage documentation for new accounts, and assist in preparing materials for client meetings.

Ideal candidates hold Series 7/66 licenses, 3-5 years in finance client service, a bachelor's degree or equivalent, and strong communication skills in English and Spanish, with Portuguese a plus.

Qualifications

• Series 7 and 66 licenses required.
• 3-5 years' 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.

Responsibilities

• Conduct order entry functions supporting the Financial Advisor.
• 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.
• Be the front line for client contact, client service issues, and processing existing and new business for the advisors.

Skills

Series 7 and 66 licenses

3-5 years client service experience

Excellent communicator

Detail oriented

Bilingual English/Spanish

Portuguese a plus

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Your role

We re looking for a Registered Client Service Associate to:

• Conduct order entry functions supporting the Financial Advisor

We re looking for a Registered Client Service Associate to:

• Conduct order entry functions supporting the Financial Advisor
• 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

Job Type

Full Time

Job Reference #

341611BR

City

Coral Gables

Your team

You will be the “front line” for client contact, client service issues, and processing the existing and new business for the advisors.

Your expertise

• series 7 and 66 licenses required
• at least 3-5 years' 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
• Fluent in Spanish and English (Portuguese a plus)

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.

We know that great work is never done alone. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves.

Were 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.