Registered Client Service Associate

UBS; New York (NY); On-site; USD 70,000 - 85,000; Full time

Job summary

An established industry player is seeking a dedicated Registered Client Service Associate to join their dynamic team in New York. This role is pivotal in supporting Financial Advisors by managing client information, preparing reports, and organizing marketing events. The ideal candidate will have a strong background in client service within the finance sector, excellent communication skills, and a keen attention to detail. Join a forward-thinking company that values collaboration and offers opportunities for professional growth. If you are passionate about providing exceptional service and thrive in a supportive environment, this is the perfect opportunity for you.

Benefits

Flexible working options

Opportunities to grow

Supportive team environment

Qualifications

• 3-5 years of experience in client service within the finance sector.
• Series 7 and 66 licenses are required.

Responsibilities

• Maintain management systems with client information.
• Educate clients on account services and assist with reports.

Skills

Client Service

Communication Skills

Detail Oriented

Interpersonal Skills

Spanish

Portuguese

Mandarin

Cantonese

Education

Bachelor's Degree in Finance

Tools

Microsoft Office Suite

Job description

Business management, administration and support

Global Wealth Management

Job Reference # 315688BR

City: New York

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 [job title] 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

Detailed salary information:
New York: the salary range for this role is $70000 to $85000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team:

You’ll be working in the New York International Group branch office located in mid-town Manhattan. We provide wealth management solutions to our clients. This benefits our ultra high net worth clients with long and short solutions for their financial goals. As a Registered Client Service Associate, you’ll play an important role in supporting your Financial Advisors.

Your expertise:

• series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the Finance sector
• bachelor degree preferred, focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• Spanish, Portuguese, Mandarin or Cantonese speaking preferred

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.

Salary information:
US Only: The expected salary range for this role is $70000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.