Senior Registered Client Service Associate
Job Reference # 92031BR
Location United States - Rhode Island
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
Description Your job, as a Registered Client Service Associate, is to:
•Play a central role in enhancing the client experience by focusing your time on servicing and growing the Financial Advisor's business
•Interface with external clients, anticipate their needs, solve their problems, and follow through to provide exceptional service
•Provide service to internal branch clients by interfacing with management, servicing the relationships with your assigned Financial Advisors, coordinating with the operations function, and performing administrative duties
•Support and drive firm initiatives
•Maintain risk awareness and regulatory knowledge
Requirements You are client service oriented, a Team player, and Detail oriented with proven organizational skills. You can manage time efficiently and can multi-task. You have proven written and verbal communication skills, as well as being a self-starter who is comfortable managing complex and evolving situations. You are independent, motivated, proactive, and focused to take action. You have a high school diploma or equivalent with 5 years of client service experience. You are Series 7, 63, and 65 licensed.
Our Offering We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.
Take the next step We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
Apply now  Save to cart View similar jobs