UBS
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Registered Client Service Associate
role at
UBS
in New York.
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
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
Compensation
New York: salary range $75,000 – $85,000
Role may also be eligible for discretionary incentive compensation.
Job Details Full time. Employment reference #332677BR. Located in New York. You’ll work with the Financial Services team supporting high‑net‑worth individuals and families.
Benefits Visit ubs.com/usbenefits for benefits information.
Inclusion and Commitment UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and will provide reasonable accommodations throughout the recruitment process when requested.
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Registered Client Service Associate
role at
UBS
in New York.
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
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
Compensation
New York: salary range $75,000 – $85,000
Role may also be eligible for discretionary incentive compensation.
Job Details Full time. Employment reference #332677BR. Located in New York. You’ll work with the Financial Services team supporting high‑net‑worth individuals and families.
Benefits Visit ubs.com/usbenefits for benefits information.
Inclusion and Commitment UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and will provide reasonable accommodations throughout the recruitment process when requested.
#J-18808-Ljbffr