Client Service Associate, Registered
Your roleAre you a true team player? Willing to step up and help, but just as important not afraid to ask for help? Are you a problem solver? And finally truly service oriented.
We're looking for a Registered Client Service Associate to:
owork with clients to help get answers to their questionsotime manage efficientlyotime manage emails/communicationsoable to juggle multiple projectsowork in fast paced environmentokeep management systems up-to-date with client informationoeducate clients on account services and capabilitiesohelp with the preparation of reports and other materials for client meetingsocollect the right documentation for opening new accounts and service requestsJoin usAt UBS, we embrace flexible ways of working when the role permits.
We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.
Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.
We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.
Together we're more than ourselves.
Ready to be part of #teamUBS and make an impact?Disclaimer / Policy StatementsUBS is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your teamYou'll be working as part of Wealth Management Americas.
Specifically, you'll be working with The Burish Group, a team of 35
professionals who help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
The team's founder, Andy Burish, is nationally ranked as a top financial advisor by both Forbes and Barron's Magazine, including #1 Wealth Advisor in Wisconsin by Forbes.
Your expertiseoseries 7 and 66 licenses oideally 2 - 5 years of experience in client service, within the finance sectorobachelor's degree or equivalent oexcellent communicator, with solid interpersonal skillsodetail oriented (nothing gets past you)oproficient in Microsoft Office SuiteAbout usUBS 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us? Recommended Skills Attention To Detail Communication Customer Service Finance Interpersonal Skills Management Systems Estimated Salary: $20 to $28 per hour based on qualifications.
We're looking for a Registered Client Service Associate to:
owork with clients to help get answers to their questionsotime manage efficientlyotime manage emails/communicationsoable to juggle multiple projectsowork in fast paced environmentokeep management systems up-to-date with client informationoeducate clients on account services and capabilitiesohelp with the preparation of reports and other materials for client meetingsocollect the right documentation for opening new accounts and service requestsJoin usAt UBS, we embrace flexible ways of working when the role permits.
We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.
Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.
We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.
Together we're more than ourselves.
Ready to be part of #teamUBS and make an impact?Disclaimer / Policy StatementsUBS is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your teamYou'll be working as part of Wealth Management Americas.
Specifically, you'll be working with The Burish Group, a team of 35
professionals who help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
The team's founder, Andy Burish, is nationally ranked as a top financial advisor by both Forbes and Barron's Magazine, including #1 Wealth Advisor in Wisconsin by Forbes.
Your expertiseoseries 7 and 66 licenses oideally 2 - 5 years of experience in client service, within the finance sectorobachelor's degree or equivalent oexcellent communicator, with solid interpersonal skillsodetail oriented (nothing gets past you)oproficient in Microsoft Office SuiteAbout usUBS 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
Do you want to be one of us? Recommended Skills Attention To Detail Communication Customer Service Finance Interpersonal Skills Management Systems Estimated Salary: $20 to $28 per hour based on qualifications.
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