UBS
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Registered Client Service Associate
role at
UBS . 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 Qualifications
SIE, Series 7 and 66 licenses (for registered CSAs only) ideally 1-3 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 Information
San Francisco: The salary range for this role is $76,000 to $85,000. The expected salary range for this role is $76,000 to $85,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. Job Type
Full Time Job Reference Number
312510BR City
San Francisco Your team
You'll be working in the 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. About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. Benefits
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Equal 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. Seniority Level
Not Applicable Employment type
Full-time Job Function
Other Industries
Banking, Financial Services, and Investment Banking
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Registered Client Service Associate
role at
UBS . 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 Qualifications
SIE, Series 7 and 66 licenses (for registered CSAs only) ideally 1-3 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 Information
San Francisco: The salary range for this role is $76,000 to $85,000. The expected salary range for this role is $76,000 to $85,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. Job Type
Full Time Job Reference Number
312510BR City
San Francisco Your team
You'll be working in the 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. About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. Benefits
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Equal 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. Seniority Level
Not Applicable Employment type
Full-time Job Function
Other Industries
Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr