Wealth Client Concierge & Operations Associate

UBS; San Francisco (CA); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

UBS in San Francisco is seeking a Registered Client Associate to deliver high-touch service to clients, from onboarding to ongoing support. You’ll educate clients about online services, assist with operational requests like wire transfers, and generate portfolio review reports.

You will collaborate with a growing advisory team, ensuring precise client service and clear communication. Strong detail orientation, Microsoft Office proficiency, and interpersonal skills are essential for success in

Formación

• 2-3 years of experience in client service.
• SIE, Series 7 and 66 licenses preferred.
• Excellent communicator with solid interpersonal skills.

Responsabilidades

• Onboard new clients by providing a white glove service from account opening to final conversion.
• Educate clients on our Online Services.
• Support clients with Operational requests such as wire transfers.
• Run Portfolio Review Reports.
• Assist in team marketing materials and events.
• Partner with internal specialists on more unique client needs.

Conocimientos

Client service

Communication

Attention to detail

Fast learner

Educación

Bachelor's degree preferred

Herramientas

Microsoft Office Suite

Descripción del empleo

UBS in San Francisco is seeking a Registered Client Associate to deliver high-touch service to clients, from onboarding to ongoing support. You’ll educate clients about online services, assist with operational requests like wire transfers, and generate portfolio review reports.

You will collaborate with a growing advisory team, ensuring precise client service and clear communication. Strong detail orientation, Microsoft Office proficiency, and interpersonal skills are essential for success in