Veteran Client Associate – Financial Services Training

UBS

New York (NY)

On-site

USD 65,000 - 85,000

Full time

4 days ago

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Job summary

UBS is offering a SkillBridge training assignment in New York City for transitioning service members seeking a path into the Financial Services industry as a Registered Client Associate. The program focuses on client services, education on account capabilities, and supporting a Financial Advisor team in a busy office environment.

You will work alongside experienced professionals in New York, handling client communications, documentation, and calendar planning while developing key licenses and

Qualifications

SIE, Series 7 and 66 licenses.
Ideally 2-3 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.

Responsibilities

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

Skills

SIE license

Series 7 license

Series 66 license

Client service experience

Microsoft Office proficiency

Education

Bachelor degree preferred in finance

Tools

Microsoft Office

Job description

You will work alongside experienced professionals in New York, handling client communications, documentation, and calendar planning while developing key licenses and

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