Registered Client Service Associate

UBS • Wayzata, MN

78d • $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. You'll be working as part of Shafer Block Wealth Management in our Wayzata, Minnesota office. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Registered Client Associate you'll play an important role in the success of our team.

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