UBS
Overview
Registered Client Associate – New York City, 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
Series 7 and 66 licenses (for registered CSAs only) ideally 1+ years of experience in client service, within the finance sector bachelor's degree preferred, focusing on Finance excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite Salary
New York – $70,000 to $75,000 per year. Job Type
Full Time Job Reference
332754BR City
New York About UBS
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide. 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.
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Registered Client Associate – New York City, 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
Series 7 and 66 licenses (for registered CSAs only) ideally 1+ years of experience in client service, within the finance sector bachelor's degree preferred, focusing on Finance excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite Salary
New York – $70,000 to $75,000 per year. Job Type
Full Time Job Reference
332754BR City
New York About UBS
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, with a presence in more than 50 markets worldwide. 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.
#J-18808-Ljbffr