Registered Client Associate

Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities 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 Details Job Type: Full Time Job Reference #: 335506BR City: Palo Alto Team: Financial Services team in Palo Alto, working in San Francisco/Palo Alto. Qualifications SIE, Series 7 and 66 licenses Ideally 3‑5 years of experience in client service within the finance sector Bachelor's or master’s degree or equivalent, focusing on finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Salary United States - California - Palo Alto min USD 75,000 - max USD 85,000 / 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. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. 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