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. We're looking for a Registered Client Service Associate to provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution. The role involves onboarding and maintaining client accounts, optimizing operational efficiencies, processing incoming/outgoing wires and charitable gifts, cash management, and key information documentation. Additionally, the associate will perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management. The associate will also support the team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events.

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

Benefits

• Discretionary incentive compensation
• Flexible working options

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