Tuesday , December 1 2020

UBS Application – Registered Client Service Associate

Job Description:

  • Are you truly service oriented? Do you know how to take care of people?
  • We are looking for a Registered Client Service Associate to:

Job Responsibilities:

  • help with the preparation of reports and other materials for client meetings
  • plan team marketing events and maintain marketing materials
  • collect the right documentation for opening new accounts and service requests
    provide the team with a detailed calendar of activities
  • keep management systems up-to-date with client information

Job Requirements:

  • proficient in Microsoft Office Suite
  • excellent communicator, with solid interpersonal skills
  • series 7 and 66 licenses

Qualification & Experience:

  • bachelor’s degree or equivalent experience in business or finance detail oriented (nothing gets past you)
  • prior experience in client service within the finance sector is preferred
  • educate clients on account services and capabilities

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Functions: Management

Job Location: New York, NY, US

Application Deadline: N/A

Apply Here