Senior Registered Client Service Associate, UBS Wealth Advice Center

UBS • Charlotte, NC

65d • $75,000 - $98,000

About The Position

Your role Are you a confident decision maker and problem solver? Do you have experience working in an office of financial professionals? Do you enjoy helping people? We're looking for someone like you who can: be a Senior Registered Client Service Associate on the Service Team of the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client's segments at UBS. Our office consists of 60+ Client Service Associates (CSAs) and 250+ Financial Advisors (FAs) who serve ~200,000 clients with aggregate assets of nearly ~$18bn be a subject matter expert in one or more service-like aspects of our business to ensure things run smoothly, including handling escalated matters along with directing all efforts against the task(s) that you are responsible for work in a fast paced, team based, client oriented environment deliver a consistently positive experience to our clients and financial advisors be the "go to" person for the team Detailed salary information: Weehawken: the salary range for this role is $75000 to $98000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Requirements

• ideally, 5+ years of prior financial services experience
• specialized knowledge in one or more service task
• SIE, Series 7, 66 licensed required
• undergraduate degree is required
• strong track record of success in previous positions and known for getting things done and inspiring others to follow you
• able to manage your time well and handle a large workload in a fast-paced environment
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• excellent problem solver and collaborate well with other people and teams while demonstrating self-confidence and the ability to maintain composure in challenging environments
• excellent listener with outstanding communication skills, both verbal and written
• able to adapt and work well under pressure and able to manage projects independently while assuming a high level of responsibility
• able to lead and positively influence others in a challenging environment

Responsibilities

• be a Senior Registered Client Service Associate on the Service Team of the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client's segments at UBS. Our office consists of 60+ Client Service Associates (CSAs) and 250+ Financial Advisors (FAs) who serve ~200,000 clients with aggregate assets of nearly ~$18bn
• be a subject matter expert in one or more service-like aspects of our business to ensure things run smoothly, including handling escalated matters along with directing all efforts against the task(s) that you are responsible for
• work in a fast paced, team based, client oriented environment
• deliver a consistently positive experience to our clients and financial advisors
• be the "go to" person for the team

What This Job Offers

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