Senior Registered Client Service Associate

Full job description
United States - New York
Business management, administration and support
Global Wealth Management
Job Reference #

327639BR
City

New York
Job Type

Full Time
Your role

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

We’re looking for a Senior Registered Client Service Associate to:

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

Detailed salary information:
New York: the salary range for this role is $70000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team

You’ll be working at the New York International Group branch office located in midtown Manhattan. We provide wealth management solutions to ultra high net worth clients. This benefits our client with short and long term financial goals. As a Senior Registered Client Service Associate, you’ll play an important role in servicing clients.
Your expertise

<• series 7 and 66 licenses
ideally 3-5 years of experience in client service, within the finance sector
bachelor degree preferred, focusing on Finance
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
Spanish or Portuguese speaking a plus
About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.
Salary information

US Only: The expected salary range for this role is $70000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
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.
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.

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