Client associate Registered

Your role

We're looking for a Registered Client Associate to:

*Educate clients on account services and capabilities
*Input client information into the financial planning tools and Firm tools
*Assist with the preparation of reports and other materials for internal needs and client meetings
*Ensure appropriate documentation is collated for new accounts and service requests
• keep management systems up-to-date with client information

Detailed salary information:
• Irvine: the salary range for this role is $58000 to $75000
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 in the Price Group team in Irvine, CA, a highly productive team of 5 Financial Advisors.

Your expertise

• series 7 and 66 licenses (for registered CSAs only)
• ideally 5 years of experience in client service, within the finance sector
• Bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?