Client Associate, Registered
About The Position
Your role : Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a registered Client Associate to: educate clients on account services and capabilities keep management systems up-to-date with client information help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests Detailed salary information: St Cloud: the salary range for this role is $55000 to $60000 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. 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
Requirements
- 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.
- an excellent communicator, with solid interpersonal skills
- committed to providing top-notch client service
- proficient in Microsoft Office Suite
Responsibilities
- educate clients on account services and capabilities
- keep management systems up-to-date with client information
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
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What This Job Offers
Job Type
Full-time
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
