Registered Client Associate

Your role

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

• 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

Conduct order entry functions supporting financial advisors

You'll be working as part of Wealth Management Americas International Division in Downtown Miami. We 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. As a registered client associate, you'll play an important role in achieving our goals.

• Fluent in Spanish
• Series 7 and 66 licenses required
• Ideally 3+ years of experience in client service, within the finance sector
• Bachelor's degree or equivalent
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• You will be the first point of contact for client service requests and operational processing for prospects and existing clients of the financial advisor.

UBS is the world's largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation / adjustments throughout our recruitment process, you can always contact us.