UBS
Your role
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 Type Full Time
Job Reference # 329474BR
City Phoenix
Your team You’ll be working with the Phoenix, AZ office. Our team is fully integrated in the decision‑making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help clients understand how it relates to their personal financial landscape. As a Registered Client Associate, you’ll play an important role in developing quality strategies customized to client needs.
Your expertise
Series 7 and 66 licenses
ideally 2+ years of experience in client service, within the finance sector
bachelor degree preferred
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
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.
Join us 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. And we use artificial intelligence (AI) to work smarter and more efficiently.
Disability inclusion We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements 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.
Get notified about new Registered Client Associate jobs in
Phoenix, AZ .
#J-18808-Ljbffr
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 Type Full Time
Job Reference # 329474BR
City Phoenix
Your team You’ll be working with the Phoenix, AZ office. Our team is fully integrated in the decision‑making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help clients understand how it relates to their personal financial landscape. As a Registered Client Associate, you’ll play an important role in developing quality strategies customized to client needs.
Your expertise
Series 7 and 66 licenses
ideally 2+ years of experience in client service, within the finance sector
bachelor degree preferred
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
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.
Join us 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. And we use artificial intelligence (AI) to work smarter and more efficiently.
Disability inclusion We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements 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.
Get notified about new Registered Client Associate jobs in
Phoenix, AZ .
#J-18808-Ljbffr