Registered Client Associate

Talentify; Coral Gables (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS is seeking a Registered Client Service Associate in Coral Gables to support financial advisors with order entry, client communications, and meeting materials. You will help maintain client records, educate clients on services, and prepare materials for meetings.

The role requires Series 7 and 66 licenses, 3-5 years in client service in finance, a bachelor's degree, and strong communication and organizational skills. Bilingual English/Spanish is essential, 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.
• Fluent in Spanish and English; Portuguese a plus.

Responsibilities

• Conduct order entry functions supporting the Financial Advisor to keep client records up-to-date.
• Educate clients on account services and capabilities.
• Assist with preparation of 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

Series 66

Client service

Bilingual English/Spanish

MS Office

Education

Bachelor's degree or equivalent

Job description

Job Reference #

341611BR

City

Coral Gables

Job Type

Full Time

Key responsibilities

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

The team

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

Your skills and experience

• series 7 and 66 licenses required
• ideally 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. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Visit ubs.com/careers.

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.

Disclaimer / Policy statements

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.