UBS

Registered Client Service Associate

UBS

New York, NY, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to UBS, a global leader in financial services. We are currently seeking a highly motivated and experienced Registered Client Service Associate to join our team. In this role, you will play a vital part in providing exceptional client service and support to our valued clients. We are looking for individuals who are passionate about the financial industry and have a strong desire to exceed client expectations. If you have a proven track record of success, excellent communication skills, and a passion for delivering top-notch service, we encourage you to apply for this exciting opportunity. Join our team and take your career to the next level with UBS.

  1. Provide exceptional client service: Act as the primary point of contact for clients, addressing their inquiries and concerns in a timely and professional manner.
  2. Build and maintain relationships: Develop strong relationships with clients by understanding their needs and providing personalized support to meet their financial goals.
  3. Support financial advisors: Collaborate with financial advisors to provide comprehensive support and assistance to clients.
  4. Handle administrative tasks: Process client paperwork, maintain client records, and perform other administrative tasks to ensure smooth operations.
  5. Conduct research and analysis: Conduct research and analysis on client accounts to identify opportunities for growth and improvement.
  6. Ensure compliance: Adhere to all regulatory and compliance policies and procedures to maintain the highest level of ethical standards.
  7. Stay up-to-date on industry trends: Keep abreast of industry trends and changes to provide clients with the most current and relevant information.
  8. Train and mentor team members: Provide guidance and support to team members, including training and mentoring, to ensure consistent and high-quality service delivery.
  9. Proactively identify and resolve issues: Anticipate and identify potential issues or concerns and take prompt action to resolve them, ensuring client satisfaction.
  10. Contribute to team goals: Collaborate with team members to achieve team and company goals and objectives.
  11. Demonstrate professionalism: Represent the company in a professional and positive manner at all times, maintaining the company's reputation as a global leader in financial services.
  12. Continuously improve processes: Identify areas for process improvement and work towards implementing more efficient and effective ways of providing client service.
  13. Take on additional responsibilities: Take on additional responsibilities and projects as assigned by management to support the overall success of the team and company.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Bachelor's Degree In Business, Finance, Or Related Field.

  • Minimum Of 2-3 Years Of Experience In A Client-Facing Role Within The Financial Services Industry.

  • Strong Understanding Of Financial Products And Services, Including Securities, Investments, And Wealth Management.

  • Proficiency In Microsoft Office And Client Relationship Management (Crm) Systems.

Required Skills
  • Account Management

  • Communication

  • Time Management

  • Attention to detail

  • customer service

  • Compliance

  • Teamwork

  • Organization

  • Client Relations

  • Problem-Solving

  • Financial Knowledge

  • Investment Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in New York, NY, USA is between $45,000 and $70,000 per year. However, this can vary depending on factors such as the specific industry, the size of the company, and the individual's experience and qualifications. Some sources estimate higher salaries for this position, with Glassdoor reporting an average salary of $62,000 per year and Indeed reporting an average of $72,000 per year. Ultimately, the salary for a Registered Client Service Associate in New York, NY can vary and may be influenced by a variety of factors.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About UBS

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.

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