Registered Client Service Associate

UBS • Wayzata, MN

72d • $55,000 - $65,000

About The Position

Our new Client Associate will play a significant role in our client's Wealth Management needs and will be a member of our Operations Group - ensuring all administrative tasks are completed at a world-class level.

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

Nice To Haves

• Excellent communicator, with solid interpersonal skills
• Committed to providing top-notch client service
• Proficient in Microsoft Office Suite

Responsibilities

• Provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
• Onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees