Registered Client Associate

Our Role Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. 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 Details Job Type: Full Time Job Reference #: 340474BR City: Sugar Land Your team: You’ll be working on a Wealth Management team in Sugarland location. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession. Your Expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 5 years of experience in client service, within the finance sector Bachelor degree preferred, focusing on business or finance. Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Equal Opportunity Employer 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