Skip to contentRegistered Client Associate
| Company | UBS |
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| Location | Los Angeles, CA, USA |
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| Salary | $65000 – $85000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- series 7 and 66 licenses
- ideally 3-5 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
- bachelor degree preferred, focusing on business or finance
