Registered Client Associate

Registered Client Associate We’re looking for a 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 Job Type Full Time Job Reference # 341147BR City Sarasota Your team You’ll be working as part of UBS Private Wealth Management Americas in the Sarasota, FL office. As a Client Associate, you’ll play an important role in client service and team support. Your expertise Series 7 and 66 licenses Ideally 3+ years of experience in client service, within the finance sector Bachelor degree preferred, focusing on business/finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Equal Employment Opportunity 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