Registered Client Associate - Melville, United States - UBS

    UBS
    UBS Melville, United States

    1 month ago

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    Description

    United States - New York Business management, administration and support Global Wealth Management Job Reference # 290796BR City Melville 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 Client Associate *****

    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 Youll be working in the Melville, NY office. As a 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 2 years of experience in client service, within the finance sector

    bachelors 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 ***** 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 CA, CO, WA and NY based ***** The salary range for this role is $70,000 to $85,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits ***** /usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led 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 its 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.