Registered Client Associate

UBS; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS in Miami is seeking a Registered Client Associate to support the Global Wealth Management team in delivering exceptional client service. You will keep client records updated, educate clients on account services and capabilities, and help prepare materials for client meetings.

You will also collect documentation for opening new accounts, assist in planning team marketing events, and maintain a detailed calendar of activities to support the team's success in a fast-paced bank environment.

Qualifications

• Client Focus
• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem Analysis

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

Skills

Client Focus

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem Analysis

Job description

Your role

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

Your role

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

We1re 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

Job Type

Full Time

Job Reference #

342185BR

City

Miami

Your team

Youll be working with the Global Wealth Management team in the Miami Branch.

Your expertise

• Client Focus
• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem Analysis

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, we1re 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. We1re 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. That1s why collaboration is at the heart of everything we do. Because together, we1re 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.