Registered Client Service Associate

Location Florham Park, New Jersey, United States. Job Type Full Time Job Reference # 338565BR Your role We’re looking for a Registered Client Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. The role includes the following responsibilities: Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. Provide support for client relationship building and business development activities. 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. Your team You will be working with a team in the Florham Park, NJ office. Your expertise Qualifications and skills required: Series7 and66 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. Salary information Indicative gross base salary: $75,000 – $85,000 per annum. Equal Opportunity Employer Statement 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. #J-18808-Ljbffr