Registered Client Associate

UBS • San Antonio, TX

3d

About The Position

Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to Financial Advisors. You'll:
- 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
You'll be working in the Wealth Management team in San Antonio Texas. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Requirements

• SIE, series 7 and 66 licenses
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellentmunicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees