Registered Client Associate

Overview

Your role

We’re looking for a Registered Client Service Associate to:

• Conduct order entry functions supporting the Financial Advisor
• 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

Full Time

338578

Coral Gables, FL

You’ll be working in the Coral Gables, FL branch office. You will be the “front line” for client contact, client service issues, and processing the existing and new business for the advisors.

• Ideally 3-5 years' experience in client service, within the finance sector
• Bachelor's degree or equivalent
• Financial services experience, ideally within a client facing team
• Unyielding attention to detail, even when under pressure
• Team player that remains calm while managing conflicting priorities
• Works with absolute discretion, tactfulness and adaptability to changing demands
• Registered and Licensed with FINRA - SIE, Series 7 and Series 66
• Fluent in Spanish required

At 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 statements

UBS 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.