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 Registered Client Service Associate to enhance client relationships and provide exceptional service. In this pivotal role, you will manage client information, educate clients about services, and support financial advisors in delivering tailored solutions. This position offers a chance to thrive in a dynamic environment, where your attention to detail and communication skills will shine. Join a team that values collaboration and inclusivity, and take the next step in your career with a company committed to your growth and success.

Qualifications

• 3-5 years of experience in client service within the Finance sector.
• Excellent communicator with solid interpersonal skills.

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.

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

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Job Reference #
315688BR

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:

• 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
  
  

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.

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.

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.

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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