UBS
Registered Client Service Associate
Join UBS as a Registered Client Service Associate.
Your role Are you truly service oriented? Do you know how to take care of people?
Responsibilities
Keep management systems up-to-date with client information
Educate clients on account services and capabilities
Help prepare 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 330660BR
City Atlanta
Your team You’ll be working on a Wealth Management Team in Atlanta, GA. As a Registered Client Associate, you’ll play an important role in client relationships.
Your expertise
Series 7 and 66 licenses
Ideally 3‑5 years of experience in client service within the financial services industry
Bachelor’s degree preferred
Excellent communicator with solid interpersonal skills
Detail oriented and value accuracy
Proactive and organized
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. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do.
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.
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Your role Are you truly service oriented? Do you know how to take care of people?
Responsibilities
Keep management systems up-to-date with client information
Educate clients on account services and capabilities
Help prepare 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 330660BR
City Atlanta
Your team You’ll be working on a Wealth Management Team in Atlanta, GA. As a Registered Client Associate, you’ll play an important role in client relationships.
Your expertise
Series 7 and 66 licenses
Ideally 3‑5 years of experience in client service within the financial services industry
Bachelor’s degree preferred
Excellent communicator with solid interpersonal skills
Detail oriented and value accuracy
Proactive and organized
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. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do.
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.
#J-18808-Ljbffr