Registered Client Associate

UBS; San Francisco (CA); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

UBS in San Francisco is seeking a Registered Client Associate to deliver high-touch service to clients, from onboarding to ongoing support. You’ll educate clients about online services, assist with operational requests like wire transfers, and generate portfolio review reports.

You will collaborate with a growing advisory team, ensuring precise client service and clear communication. Strong detail orientation, Microsoft Office proficiency, and interpersonal skills are essential for success in

Formación

• 2-3 years of experience in client service.
• SIE, Series 7 and 66 licenses preferred.
• Excellent communicator with solid interpersonal skills.

Responsabilidades

• Onboard new clients by providing a white glove service from account opening to final conversion.
• Educate clients on our Online Services.
• Support clients with Operational requests such as wire transfers.
• Run Portfolio Review Reports.
• Assist in team marketing materials and events.
• Partner with internal specialists on more unique client needs.

Conocimientos

Client service

Communication

Attention to detail

Fast learner

Educación

Bachelor's degree preferred

Herramientas

Microsoft Office Suite

Descripción del empleo

Job Type

Full Time

Job Reference

345725BR

City

San Francisco

Key Responsibilities

Are you truly service oriented? Do you know how to take care of people in a high touch dynamic environment?

We're looking for a Registered Client Associate to provide Unreasonable (like) Hospitality:

• Onboard new clients by providing a white glove service from account opening to final conversion
• Educate clients on our Online Services
• Support our clients with Operational requests such as wire transfers
• Run Portfolio Review Reports
• Assist in team marketing materials and events
• Partner with internal specialist on more unique client needs

The team

You’ll be working in our San Francisco or Beverly Hills office with a growing financial advisory team in a support staff capacity with room for upward mobility. As a Registered Client Associate, you’ll play an important role in servicing clients and supporting the business.

Your Skills And Experience

• Ideally 2-3 years of experience in client service

SIE, Series 7 and 66 licenses preferred

• Bachelor degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• Fast learning
• Forward thinker

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - California - San Francisco min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.