UBS
Registered Client Service Associate
Location:
Sewickley, Pennsylvania
Job Reference:
332674BR
Job Type:
Full Time
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
Ideally 2 years minimum experience in client service within the finance sector
Bachelor degree preferred, focusing on finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
About Us UBS is a leading global wealth manager and the leading universal bank headquartered in Zurich, Switzerland. We provide diversified asset management solutions and focused investment banking capabilities across more than 50 markets worldwide.
Join Us At UBS, we are committed to putting people first, offering new challenges, a supportive team, growth opportunities, and flexible working options where possible. We thrive on collaboration, diversity, and AI-driven efficiency. We embrace disability inclusion and will provide reasonable accommodation throughout the recruitment process.
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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Sewickley, Pennsylvania
Job Reference:
332674BR
Job Type:
Full Time
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
Ideally 2 years minimum experience in client service within the finance sector
Bachelor degree preferred, focusing on finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
About Us UBS is a leading global wealth manager and the leading universal bank headquartered in Zurich, Switzerland. We provide diversified asset management solutions and focused investment banking capabilities across more than 50 markets worldwide.
Join Us At UBS, we are committed to putting people first, offering new challenges, a supportive team, growth opportunities, and flexible working options where possible. We thrive on collaboration, diversity, and AI-driven efficiency. We embrace disability inclusion and will provide reasonable accommodation throughout the recruitment process.
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