Registered Client Service Associate
Company: UBS
Location: Alpharetta
Posted on: April 8, 2021
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Job Description:
Your 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
activities Your team You'll be working as part of Wealth Management
Americas. We help high net worth and ultra-high net worth
individuals and families meet their financial goals through
financial advisors who deliver products and services specifically
designed for them. Your expertise series 7 and 66 licenses required
ideally 3-4 years of experience in client service, within the
finance sector bachelor's degree focusing on finance preferred
excellent communicator, with solid interpersonal skills detail
oriented (nothing gets past you) proficient in Microsoft Office
Suite About 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.
Keywords: UBS, Alpharetta , Registered Client Service Associate, Other , Alpharetta, Georgia
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