Registered Client Service Associate

UBS; Wayzata (MN); On-site; USD 55,000 - 65,000; Full time

Job summary

An established industry player is seeking a detail-oriented Client Associate to join their Wealth Management team. This role is pivotal in delivering exceptional client service, managing accounts, and supporting business development efforts. You will be responsible for onboarding clients, optimizing operational efficiencies, and ensuring all administrative tasks are performed at a world-class level. The firm values collaboration and diversity, offering a supportive environment where your contributions will be recognized. If you are passionate about client service and eager to grow in a dynamic setting, this opportunity is perfect for you.

Benefits

Flexible working options

Opportunities to grow

Supportive team environment

Qualifications

• 5+ years of experience in client service within finance sector.
• Willingness to obtain Series 7 and 66 licenses after hire.

Responsibilities

• Provide best-in-class client experience through active communication.
• Onboard and maintain client accounts, process wires and gifts.

Skills

Communication Skills

Client Service

Attention to Detail

Interpersonal Skills

Education

Bachelor's Degree in Finance, Communication, or Business

Tools

Microsoft Office Suite

Job description

Job Reference #

316325BR

City

Wayzata

Job Type

Full Time

Your role

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

Our new Client Associate will play a significant role in our client's Wealth Management needs and will be a member of our Operations Group – ensuring all administrative tasks are completed at a world-class level.

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

1. provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
2. onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
3. perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
4. support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

Detailed salary information:
Wayzata: the salary range for this role is $55000 to $65000. 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 as part of Shafer Block Wealth Management in our Wayzata, Minnesota office. 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 Associate you’ll play an important role in the success of our team.

Your expertise

You have:

• bachelor's degree or equivalent, focusing on finance, communication, or business
• series 7 and 66 licenses or willingness to obtain after hire
• Ideally 5 years of experience in client service, within the finance sector.

You are:

• an excellent communicator, with solid interpersonal skills
• committed to providing top-notch client service
• 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.

Salary information

US Only: The expected salary range for this role is $55000 to $65000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see the Your role section for detailed salary information.

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.