Registered Client Associate

UBS • New York, NY

53d • $65,000 - $85,000 • Onsite

About The Position

We are looking for a Registered Client Associate who is service-oriented and skilled in client care. This role involves maintaining up-to-date management systems with client information, educating clients on account services and capabilities, and assisting with the preparation of reports and materials for client meetings. The associate will also be responsible for collecting necessary documentation for opening new accounts and processing service requests, planning team marketing events, maintaining marketing materials, and providing the team with a detailed calendar of activities.

Requirements

• SIE, Series 7 and 66 licenses
• Ideally 3-5 years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Nice To Haves

• Mandarin is a plus

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

Benefits

• competitive benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree