Senior Registered Client Associate

UBS; Sugar Land (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

UBS is looking for a dedicated individual to provide operational and administrative support to Financial Advisors in Sugar Land. The ideal candidate will have experience in client service within the finance sector and possess a Bachelor degree in business or finance.

Your responsibilities include educating clients on services, preparing meeting reports, and maintaining management systems. Join our team for a fulfilling career in Wealth Management.

Qualifications

• 5 years of experience in client service within finance sector.
• Licenses Series 7 and 66 for registered CSAs preferred.
• Strong interpersonal skills.

Responsibilities

• Provide operational and administrative support to Financial Advisors.
• Educate clients on account services.
• Prepare reports and materials for client meetings.

Skills

Client service experience

Excellent communication skills

Detail-oriented

Proficient in Microsoft Office Suite

Education

Bachelor degree in business or finance

Job description

Our Role

Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors.

• 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 Details

• Job Type: Full Time
• Job Reference #: 340474BR
• City: Sugar Land
• Your team: You’ll be working on a Wealth Management team in Sugarland location. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your Expertise

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 5 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on business or finance.
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Equal Opportunity Employer

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.