Registered Client Service Associate

UBS; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading global wealth manager seeks a Registered Client Service Associate in Indianapolis. The role involves managing client information, educating clients, and supporting bank operations. Ideal candidates have a Bachelor's degree and experience in finance, with strong communication and detail-oriented skills.

Qualifications

• 2-5 years of experience in client service within the finance sector.
• SIE, series 7 and 66 licenses, or willing to obtain within 6 months of hire preferred.
• Excellent communicator with solid interpersonal skills.

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.

Skills

Communication

Interpersonal Skills

Detail Oriented

Education

Bachelor Degree

Tools

Microsoft Office Suite

Job description

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• 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 Reference #
321161BR

Job Type
Full Time

Your role

• 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
  
  

Your team
You'll be working in the Indianapolis office at Keystone at the Crossing. As a Client Associate, you will play an integral part in delivering top notch service to high net worth clients

Your expertise

• SIE, series 7 and 66 licenses, or willing to obtain within 6 months of hire preferred
• ideally 2-5 years of experience in client service, within the finance sector
• Bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• 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.

We have a presence in all major financial centers in more than 50 countries.

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. 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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