Monday , March 4 2024

UBS Banking Careers – Registered Client Service Associate

Website UBS

Job Description:

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

Job Responsibilities:

  • enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors
  • collect the right documentation for opening new accounts and service requests
  • educate clients on account services and capabilities
  • help with the preparation of reports and other materials for client meetings
  • keep contact management systems up-to-date with client information
  • organize logistics of team marketing events, develop and maintain team marketing materials
  • provide the team with a detailed calendar of activities

Job Requirements:

  • ideally 3-5 years of client service experience
  • series 7 and 66 licensed required for Registered CSAs only
  • college degree is preferred
  • proficient in Microsoft Office Suite and other technologies
  • detail and service oriented (nothing gets past you)
  • good written and verbal communication skills
  • team player with good interpersonal skills

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Location: Chicago, IL, US

Application Deadline: N/A

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