Registered Client Associate
Los Angeles, California
Employer: UBS
Industry: Business management, administration and support
Salary: Competitive
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 Registered Client 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
Your team
You'll be working in our Los Angeles, Private Wealth Office. As a Registered Client Associate, you'll play an important role in providing excellent client service to our ultra high net worth clients and prospects.
Your expertise
• series 7 and 66 licenses is required
• ideally 2-4 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on finance or business
• 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?
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered Client 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
Your team
You'll be working in our Los Angeles, Private Wealth Office. As a Registered Client Associate, you'll play an important role in providing excellent client service to our ultra high net worth clients and prospects.
Your expertise
• series 7 and 66 licenses is required
• ideally 2-4 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on finance or business
• 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?
Created: 2024-09-26
Reference: 287932BR
Country: United States
State: California
City: Los Angeles
ZIP: 90291
Similar jobs:
-
Client associate Registered
UBS in Irvine, California💸 $58000 - $75000 per year -
Registered Client Service Associate*
Morgan Stanley in Roseville, California💸 $35000 - $85000 per year -
Registered Client Service Associate
Morgan Stanley in San Jose, California💸 $35000 - $85000 per year -
Private Wealth Management Registered Client Service Associate
Morgan Stanley in San Francisco, California💸 $33280 - $85000 per year -
Registered Client Service Associate
Morgan Stanley in Woodland Hills, California💸 $33280.00 per year -
Registered Client Service Associate
Morgan Stanley in Los Angeles, California💸 $35000 - $85000 per year -
Private Wealth Management Registered Client Service Associate
Morgan Stanley in El Segundo, California💸 $35000 - $85000 per year -
Registered Client Service Associate
Morgan Stanley in La Jolla, California💸 $33280.00 per year -
Registered Client Service Associate
Morgan Stanley in Menlo Park, California💸 $35000 - $85000 per year -
Registered Client Service Associate
Morgan Stanley in Walnut Creek, California💸 $35000 - $85000 per year -
Registered Client Associate
UBS in Houston, California💸 $58000 - $75000 per year -
Registered Client Service Associate **
Morgan Stanley in Los Angeles, California💸 $35000 - $85000 per year -
Client Associate, Registered
UBS in Pasadena, California💸 $60000 - $75000 per year -
Senior Registered Client Associate
UBS in Newport Beach, California💸 $72000 - $98000 per year -
Sr Registered Client Associate
UBS in Westlake Village, California💸 $72000 - $98000 per year -
Registered Client Service Associate
Morgan Stanley in Beverly Hills, California💸 $33280.00 per year -
Registered Client Service Associate *
Morgan Stanley in Burlingame, California💸 $35000 - $85000 per year -
Private Wealth Management Registered Client Service Associate**
Morgan Stanley in Menlo Park, California💸 $35000 - $85000 per year -
Registered Client Service Associate
Morgan Stanley in Rancho Santa Fe, California💸 $33280.00 per year -
Registered Client Service Associate
Morgan Stanley in Santa Monica, California💸 $33280.00 per year