Saturday , May 18 2024

UBS Careers 2022 – Sr. Registered Client Service Associate

Website UBS

Job Description:

Are you truly service oriented? Do you know how to take care of people?

Job Responsibilities:

  • 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

Job Requirements:

  • series 7 and 66 licenses
  • ideally 5+ years of experience in client service, within the finance sector
  • excellent communicator, with solid interpersonal skills
  • detail oriented
  • proficient in Microsoft Office Suite

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Functions: Research

Job Location: San Diego, CA, US

Application Deadline: N/A

Apply Here