Registered Client Associate - New York, United States - UBS

UBS
UBS
Verified Company
New York, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
United States
  • New York
  • Business management, administration and support, Client advisory / Relationship management
  • Global Wealth Management

Job Reference #

BR

City

  • New York

Job Type

  • Full Time

Your role

  • Are you truly service oriented? Do you know how to take care of people?
  • We're looking for a Senior Registered Client Associate to:
  • keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities


Your team

  • You'll be working with a Private Wealth Management team in the New York City office. As a Registered Client Associate you will play an important role in working with a professional and highly respected team.

Your expertise
- series 7 and 66 licenses
- ideally 3+ years of experience in client service, within the finance sector
- bachelor's or equivalent, focusing on Finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite


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.

Salary information

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  • From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

  • UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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