Client Service Associate

UBS

  • Greenwich, South East London
  • Permanent
  • Full-time
  • 27 days ago
Business DivisionsGlobal Wealth ManagementYour roleAre 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
Function CategoryBusiness management, administration and support, Client advisory / Relationship management, SalesJoin usAt 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. 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 alwaysYour teamYou will be working in the Greenwich, CT office with one of our Wealth Management teams.Your expertise
  • Series 7 and 66 licenses
  • Ideally 1+ years of experience in client service, within the finance sector
  • Bachelor's Degree preferred, focusing in Finance
  • Excellent communicator, with solid interpersonal skills
  • Detail-oriented (nothing gets past you)
  • Proficient in Microsoft Office Suite
About usUBS 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.

UBS