Registered Client Associate

Job summary

The Registered Client Associate is responsible for maintaining client information in management systems and educating clients on account services. They also assist with meeting preparations, documentation for new accounts, and coordinating team marketing activities.

Job details

KEY RESPONSIBILITIES Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps? We’re looking for a Registered Client Associate: • 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 THE TEAM You’ll be working as part of a UBS Wealth Management team in Red Bank, NJ. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. YOUR SKILLS AND EXPERIENCE • series 7 and 66 licenses • ideally 2+ years of experience in client service, within the finance sector • Collaborative in nature with a proactive mindset and willingness to lead • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • 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. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers [https://www.ubs.com/careers]. SALARY INFORMATION The indicative gross base salary range as a full-time equivalent role: • United States - New Jersey - Red Bank min USD 55000 - max USD 75000 /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 [https://ubs.com/employee-benefits]. We may, at our sole discretion, provide additional variable compensation or awards. 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. [https://www.ubs.com/global/en/careers/search-jobs/support.html] 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.

What you’ll do

The Registered Client Associate is responsible for maintaining client information in management systems and educating clients on account services. They also assist with meeting preparations, documentation for new accounts, and coordinating team marketing activities.

Requirements

Candidates must hold Series 7 and 66 licenses and possess at least two years of experience in client service within the finance sector. Proficiency in Microsoft Office Suite and strong interpersonal communication skills are also required.

Benefits

• Flexible working options

Listed skills

• Customer service · Preferred
• Microsoft Office Suite · Preferred
• Communication · Preferred
• interpersonal skills · Preferred
• Detail-oriented · Preferred
• Account Management · Preferred
• Documentation · Preferred
• Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client service
• Series 7 license
• Series 66 license
• Microsoft Office Suite
• Communication
• Interpersonal skills
• Detail oriented
• Proactive mindset
• Marketing
• Account management
• Documentation
• Reporting
• Report Writing
• Marketing Materials
• Artificial Intelligence
• Asset Management
• Customer Service
• Finance
• Interpersonal Communications
• Investment Banking
• Microsoft Office
• Wealth Management
• Detail Oriented
• FINRA Series 7 (General Securities Representative)

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Registered Client Associate
• Unclassified Specialized Occupation

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