Registered Client Service Associate

UBS • Boca Raton, FL

11d • $55,000 - $75,000 • Onsite

About The Position

The Registered Client Service Associate supports a Wealth Management team by maintaining client information, explaining account services, preparing materials for client meetings, gathering documentation for account openings and service requests, coordinating team marketing activities, and keeping a detailed calendar of team activities. The role is full time in the office at the Boca Raton Branch. The posting identifies the team as based in Pittsburgh, PA while stating that the position is in the Boca Raton Branch.

Requirements

• Series 7 and 66 licenses are preferred and must be obtained within six months of the start date.
• Ideally, two years of client service experience in the finance sector.
• Excellent communication and interpersonal skills.
• Detail oriented.
• Proficient in Microsoft Office Suite.

Nice To Haves

• A bachelor's degree, preferably with a focus on wealth management.
• Series 7 and 66 licenses are preferred.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect documentation for opening new accounts and handling service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Benefits

• UBS offers a range of competitive benefits; specific benefits are not detailed in the posting.
• The company mentions opportunities to grow, a supportive team, and flexible working options when possible.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed