Skip to contentClient Associate – Sr. Registered
| Company | UBS |
|---|
| Location | New York, NY, USA |
|---|
| Salary | $75000 – $98000 |
|---|
| Type | Full-Time |
|---|
| Degrees | |
|---|
| Experience Level | Mid Level, Senior |
|---|
Requirements
- Series 7 and 66 licenses required
- Minimum 3 years of experience in client service within the finance sector
- Excellent communicator, with solid interpersonal skills
- Detail oriented (nothing gets past you)
- Proficient in Microsoft Office Suite
Responsibilities
- 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
Preferred Qualifications
No preferred qualifications provided.
