Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Senior Registered Client 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
Your team
You'll be working in the New York International Group branch office in mid-town Manhattan. We provide wealth management solutions to ultra and high net worth clients. As a Senior Registered Client Associate you'll play an important role in providing exceptional services to our clients.
Your expertise
• series 7 and 66 licenses
• ideally 3-5 years of 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
• Spanish, Portuguese or Mandarin a plus
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
