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UBSposted 2 months ago
$70,000 - $85,000/Yr
New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
We're looking for a Registered Client Associate to 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, and provide the team with a detailed calendar of activities.
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
Requirements
- series 7 and 66 licenses (for registered CSAs only)
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree preferred, focusing on Finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
