UBS Financial Services Registered Client Service Associate in Century City, California
Registered Client Service Associate
United States - California
Business management, administration and support, Client advisory / Relationship management, Finance
Global Wealth Management
Job Reference #:
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Service Associate to:
•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
You will partner with another Registered Client Associate as the primary support to a team of 3 Financial Advisors. You will work directly with Ultra High Net Worth Clients educating them on account services and capabilities we offer at UBS.
•series 7 and 66 licenses (for registered CSAs only)
•highly motivated individual who thrives in a fast paced environment
•can work well on your own while at the same time handle high demand of three very successful Financial Advisors
•detail oriented (nothing gets past you)
•excellent communication skills to effectively enhance relationships with clients, Financial Advisors and management
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.