UBS
Registered Client Service Associate
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UBS
UBS is looking for an energetic Registered Client Service Associate to support the New York International Group branch office team in midtown Manhattan. The role focuses on maintaining client records, educating clients on services, preparing materials for meetings, filing documentation, executing marketing events, and coordinating the team calendar.
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
Compensation
New York: Salary range $75,000 to $85,000 per year (plus discretionary incentive compensation)
Qualifications
Series 7 and 66 licenses
Ideally 3–5 years of client‑service experience in the finance sector
Bachelor’s degree preferred, focus on finance
Excellent communicator with solid interpersonal skills
Detail oriented; nothing gets past you
Proficient in Microsoft Office Suite
Job Details
Job type: Full‑time
Reference #: 332060BR
City: New York
Location: Midtown Manhattan (New York International Group branch)
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.
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide. Learn more at ubs.com/careers.
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–
UBS
UBS is looking for an energetic Registered Client Service Associate to support the New York International Group branch office team in midtown Manhattan. The role focuses on maintaining client records, educating clients on services, preparing materials for meetings, filing documentation, executing marketing events, and coordinating the team calendar.
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
Compensation
New York: Salary range $75,000 to $85,000 per year (plus discretionary incentive compensation)
Qualifications
Series 7 and 66 licenses
Ideally 3–5 years of client‑service experience in the finance sector
Bachelor’s degree preferred, focus on finance
Excellent communicator with solid interpersonal skills
Detail oriented; nothing gets past you
Proficient in Microsoft Office Suite
Job Details
Job type: Full‑time
Reference #: 332060BR
City: New York
Location: Midtown Manhattan (New York International Group branch)
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.
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide. Learn more at ubs.com/careers.
#J-18808-Ljbffr