Job Details

ID #2895579
State California
City Lajolla
Full-time
Salary USD TBD TBD
Source UBS Financial Services
Showed 2019-11-20
Date 2019-11-20
Deadline 2020-01-19
Category Et cetera
Create resume

Registered Client Service Associate

California, Lajolla 00000 Lajolla USA

Vacancy expired!

Registered Client Service AssociateUnited States - CaliforniaBusiness management, administration and supportGlobal Wealth ManagementJob Reference #:202884BRCity:La JollaJob Type:Full TimeYour role:Are you truly service oriented? Do you know how to take care of people?We’re looking for a 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 activitiesYour team:You’ll be working in the La Jolla UBS Branch. As a Registered Client Service Associate, you’ll play an important role to our clients, financial advisors, as well as the branch.Your expertise: 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 SuiteAbout us:Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?Join us:We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.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.

Vacancy expired!

Subscribe Report job

Related jobs