Registered Client Associate
About The Position
We're looking for a Client Service Associate to: • provide best-in-class client experience through activemunication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution • work in a fast paced, team based, client-oriented environment • perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management • Support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events • Deliver a consistently positive experience to our clients and financial advisors You will be working with a DC-based Private Wealth Management team that is dedicated to helping families thrive by providing a truly exceptional experience. UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. 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, wver 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'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us. 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.
Requirements
- series 7 and 66 licenses
- ideally 2-3 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance or Economics
- excellentmunicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody's business)
- team player
Responsibilities
- provide best-in-class client experience through activemunication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
- work in a fast paced, team based, client-oriented environment
- perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
- support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events
- deliver a consistently positive experience to our clients and financial advisors
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
