Registered Client Associate
$65k - $85kUBS Financial Services Inc.
Overview Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: Responsibilities 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 #: 341103BR City: San Francisco Team: Financial Services team in San Francisco. Your working location will be based in San Francisco. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them. Qualifications Series 7 and 66 licenses (for registered CSAs only) 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 Mandarin is a plus Salary Information The indicative gross base salary range as a full-time equivalent role: United States - California - San Francisco min USD 65000 - max USD 85000 / 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 UBS
Vacancy posted 4 days ago
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