Registered Client Service Associate
About the role
We’re looking for a Registered Client Service 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
Job Type: Full Time
City: Florham Park
About your team
You will be working with a Private Wealth Management team in the Florham Park, NJ branch office.
Requirements
- Series 7 and 66 licenses
- Ideally 5+ years of experience in client service, within the finance sector
- Bachelor's degree or equivalent preferred
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical
- Team player
- Proficient in Microsoft Office suite
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
Pay
The indicative gross base salary range for this full-time role in Florham Park, NJ is USD 65,000 - USD 85,000 per annum. The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location, and skill level.
Benefits
UBS offers a range of competitive benefits. For further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.