Registered Client Service Associate

At UBS, we are committed to providing exceptional client service and ensuring that our clients' financial needs are met with efficiency and professionalism. As a Registered Client Service Associate, you will play a vital role in supporting our financial advisors and ensuring that our clients' expectations are exceeded. We are seeking a dedicated and experienced individual who is passionate about building strong relationships with clients and has a strong understanding of the financial industry. If you possess excellent communication skills, a high level of attention to detail, and a passion for delivering top-notch service, we encourage you to apply for this exciting opportunity.

1. Provide exceptional client service by proactively anticipating and addressing client needs and inquiries.
2. Assist financial advisors in managing client relationships and ensuring their financial needs are met.
3. Build and maintain strong relationships with clients through regular communication and follow-up.
4. Respond to client inquiries and requests in a timely and professional manner.
5. Maintain accurate and up-to-date client records and documentation.
6. Coordinate and schedule client meetings and appointments for financial advisors.
7. Conduct research and prepare reports to support financial advisors in their client interactions.
8. Collaborate with internal teams to ensure a seamless and efficient client experience.
9. Stay up-to-date with industry regulations and compliance requirements.
10. Identify potential opportunities for cross-selling and up-selling to existing clients.
11. Assist with onboarding new clients and ensuring a smooth transition.
12. Continuously strive to exceed client expectations and provide a high level of service.
13. Maintain confidentiality and discretion in handling sensitive client information.
14. Collaborate with team members to achieve team goals and objectives.
15. Act as a brand ambassador for UBS and uphold the company's values and standards.

According to JobzMall, the average salary range for a Registered Client Service Associate in California, USA is between $40,000 to $60,000 per year. However, this can vary depending on location, level of experience, and the specific company or financial institution the individual is employed with. Additionally, bonuses and commission may also be included in the overall compensation package for this role.

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.