UBS Careers 2023 – Sr. Registered Client Service Associate

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

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