Registered Client Service Associate

Location

Florham Park, New Jersey, United States.

Full Time

338565

We’re looking for a Registered Client Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. The role includes the following responsibilities:

• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals.
• Provide support for client relationship building and business development activities.
• 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.

You will be working with a team in the Florham Park, NJ office.

Qualifications and skills required:

• Series 7 and 66 licenses.
• Ideally 5+ years of experience in client service within the finance sector.
• Bachelor’s degree or equivalent preferred.
• Excellent communicator, with top‑notch interpersonal skills.
• Analytical and logical.
• Team player.
• Proficient in Microsoft.

Indicative gross base salary: $75,000 – $85,000 per annum.

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.