Registered Client Service Associate

UBS; Paramus (NJ); On-site; USD 50,000 - 75,000; Full time

Job summary

A leading global firm in financial services seeks a registered client associate based in Paramus, NJ. The role involves maintaining client information, educating clients on services, and preparing documentation. Ideal candidates will possess relevant licenses, 2-5 years of experience, and exceptional communication skills, contributing to high-net-worth clientele.

Qualifications

• Licenses for series 7 and 66 required.
• 2-5 years of experience in client services within finance is ideal.

Responsibilities

• Maintain management systems with current client information.
• Educate clients about account services and features.
• Prepare reports and documents for client meetings.

Skills

Communication skills

Interpersonal abilities

Detail-oriented

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Are you genuinely focused on service? Do you understand how to support individuals?

We are seeking a registered client associate to:

• maintain management systems with current client information
• educate clients about account services and features
• assist in preparing reports and other documents for client meetings
• gather the necessary documentation for establishing new accounts and service requests
• organize team marketing events and oversee marketing materials

Your team

You will be based in the Paramus, NJ office. Our focus is on assisting high net worth and ultra high net worth individuals and families in achieving their financial objectives through financial advisors who provide products and services customized to their specific needs.

Your expertise

• Licenses for series 7 and 66
• Ideally, 2-5 years of experience in client services within the finance industry
• A bachelor's degree is preferred
• Exceptional communication skills with strong interpersonal abilities
• Detail-oriented (you notice everything)
• Proficient in the 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.

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.

About the company

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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