Client Associate, Registered

5 days ago Be among the first 25 applicants

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

• Educate clients on account services and capabilities
• Keep management systems up-to-date with client information
• Help with the preparation of reports and other materials for client meetings
• Collect the right documentation for opening new accounts and service requests

• St Cloud: the salary range for this role is $55,000 to $60,000

• Job Type: Full Time
• Job Reference #: 330434
• City:
  St. Cloud
• Team:
  Rivier Advisors in our St. Cloud, MN office

• Bachelor's degree or equivalent, focusing on finance, communication, or business
• Series 7 and 66 licenses or willingness to obtain after hire
• Ideally 5 years of experience in client service within the finance sector

• Excellent communicator, with solid interpersonal skills
• Committed to providing top-notch client service
• Proficient in Microsoft Office Suite

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

The expected salary range for this role is $55,000 to $60,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level.

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.

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

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.