Client Service Associate

Job description

Description

Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.

If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and services and represent UBS Financial Services Inc. and your Financial Advisor's business.

You are client service oriented and a team player. You are detail oriented with proven organizational skills, able to manage time efficiently and can multi-task. You have proven written and verbal communication skills.

Requirements

• 3 – 5 years of client service experience
• High School Diploma or equivalent required; College Degree recommended
• Excellent skills in Microsoft Office Suite and other technologies
• Detail and service oriented
• Good written and verbal communication skills
• Team player with good interpersonal skills

Preferred Qualifications

• Series7 and 66 license within 1 year

What we offer

UBS offers talented individuals around the world a challenging, diverse and supportive working environment in which passion, commitment and hard work are valued and rewarded.

Why UBS? Watch the video

Take the next step

Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? 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.