Registered Client Associate

UBS; Philadelphia (Philadelphia County); On-site; USD 55,000 - 90,000; Full time

Job summary

UBS in Philadelphia seeks a Registered Client Associate to support the Long Bernstein team in managing client information and preparing meeting materials. You will educate clients on account services, assist with reports, and organize documentation for new accounts and service requests.

The ideal candidate holds Series 7 and 66 licenses, a bachelor’s degree (preferred), excellent communication, and meticulous attention to detail with strong MS Office skills.

Qualifications

• Series 7 and 66 licenses required or in progress.
• Bachelor’s degree preferred.
• Strong communication and interpersonal skills.
• Detail-oriented with ability to manage client data accurately.
• Proficient in Microsoft Office applications.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and materials for client meetings.
• Collect documentation for opening new accounts and service requests.
• Plan team marketing events and maintain materials.
• Provide the team with a detailed calendar of activities.

Skills

Series 7 license

Series 66 license

Bachelor's degree preferred

Excellent communicator

Detail oriented

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

344856BR

City

Philadelphia

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 with the Long Bernstein team in Philadelphia.

Your Skills And Experience

• series 7 and 66 licenses
• 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.

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. 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. 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.