Are you a highly motivated and detail-oriented individual looking for a career in the financial services industry? Do you have a passion for building relationships and providing exceptional client service? If so, we have the perfect opportunity for you as a Registered Client Associate at UBS.As a Registered Client Associate, you will play a crucial role in supporting our financial advisors and their clients by providing administrative and operational assistance. You will have the opportunity to work closely with a team of experienced professionals and gain valuable knowledge and skills in the wealth management industry.To be successful in this role, you must have a strong work ethic, excellent organizational skills, and a proactive attitude. A background in finance or business is preferred, but not required. If you are looking for a dynamic and rewarding career with a leading global financial services firm, we encourage you to apply for the Registered Client Associate position at UBS.
- Provide administrative support to financial advisors, including managing calendars, scheduling appointments, and handling client inquiries.
- Assist in the preparation and execution of client meetings and presentations.
- Maintain accurate and up-to-date client records and files.
- Process client account transactions and ensure compliance with industry regulations.
- Build and maintain strong relationships with clients, providing exceptional customer service.
- Collaborate with team members to develop and implement effective client service strategies.
- Conduct research and analysis to support client investment decisions.
- Assist with marketing efforts and client events.
- Continuously update knowledge of industry trends and developments.
- Proactively identify and resolve any client or operational issues.
- Handle confidential information with discretion and maintain client confidentiality.
- Support financial advisors in the onboarding of new clients.
- Complete necessary training and maintain all required licenses and certifications.
- Contribute to a positive and collaborative team culture.
- Perform other duties and responsibilities as assigned by management.
Bachelor's Degree In Finance, Business, Or A Related Field.
Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Colleagues.
At Least 2 Years Of Experience In A Financial Services Industry, Preferably In A Client-Facing Role.
Knowledge Of Investment Products, Financial Markets, And Regulatory Requirements.
Proficiency In Microsoft Office And Other Relevant Software, With The Ability To Learn And Navigate New Systems Efficiently.
Communication Skills
Time Management
Attention to detail
Compliance regulations
Client Service
Relationship Building
Problem-Solving
wealth management
technology proficiency
Financial Knowledge
Organ
Investment Products
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Client Associate in Colorado, USA is between $40,000 and $60,000 per year. However, this can vary depending on factors such as the specific company, location, and years of experience. In addition, bonuses and commissions may also be included in the overall compensation package for this role.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started