Registered Client Service Associate

UBS Financial Services; Florida; On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Registered Client Service Associate to enhance the client experience for high net worth individuals. In this pivotal role, you will ensure client information is meticulously maintained, educate clients about the services offered, and assist in preparing essential materials for client meetings. This position offers an opportunity to work in a dynamic environment where your attention to detail and interpersonal skills will shine. Join a forward-thinking company that values flexible working arrangements and embraces a culture of collaboration and support.

Qualifications

• 5+ years of experience in client service within the finance sector.
• Series 7 and 66 licenses are required.

Responsibilities

• Maintain client information and educate clients on account services.
• Prepare reports and documentation for client meetings.

Skills

Client Service

Communication Skills

Detail Oriented

Interpersonal Skills

Education

Bachelor's Degree in Finance or Business

Tools

Microsoft Office Suite

Job description

Job Reference #: 313234BR

City: Palm Beach

Job Type: Full Time

Your role

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

We’re looking for a Registered Client Service Associate to:

1. keep management systems up-to-date with client information
2. educate clients on account services and capabilities
3. help with the preparation of reports and other materials for client meetings
4. collect the right documentation for opening new accounts and service requests
5. plan team marketing events and maintain marketing materials
6. provide the team with a detailed calendar of activities

Your team

You’ll be working as part of UBS Financial Services. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Registered Client Service Associate, you’ll play an important role in the client experience.

Your expertise

1. series 7 and 66 licenses
2. ideally 5 years of experience in client service, within the finance sector
3. bachelor degree preferred, focusing on finance, business, or related concentration
4. excellent communicator, with solid interpersonal skills
5. detail oriented (nothing gets past you)
6. proficient in Microsoft Office Suite

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

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.