About this role
Registered Client Associate
United States - California
Business management, administration and support
Global Wealth Management
Key responsibilities
- Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
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Keep management systems up-to-date with client information
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Educate clients on account services and capabilities
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Help with the preparation of reports and other materials for client meetings
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Collect the right documentation for opening new accounts and service requests
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Plan team marketing events and maintain marketing materials
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Provide the team with a detailed calendar of activities
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Job Reference 340488BR
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City Palo Alto
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Job Type Full Time
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The team
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You will be working in the Financial Services team in California. Your working location will be based in Palo Alto, California. 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.
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Your skills and experience
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Ideally 3-5 years of experience in client service, within the finance sector
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series 7 and 66 licenses
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Bachelor's or master's degree or equivalent, focusing on finance
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Excellent communicator, with solid interpersonal skills
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Detail oriented (nothing gets past you)
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Proficient in Microsoft Office Suite
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Mandarin is a plus
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About us
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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.
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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.
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Disclaimer / Policy Statements
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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.