Registered Client Service Associate
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-07-01
Listing for:
UBS
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location
Florham Park, New Jersey, United States.
Job TypeFull Time
Job Reference #338565
Your roleWe’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.
Your expertiseQualifications 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.
Equal Opportunity Employer StatementUBS 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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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