UBS Financial Services Registered Client Service Associate in San Francisco, California

Your role:

Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll:

– 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

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What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Disclaimer / Policy Statements:

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.

Your team:

You’ll be working as part of Wealth Management Americas. 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.

Your experience and skills:

You have:

– a high school diploma

– client service experience

– series 7 and 66 licenses (for registered CSAs only)

– must be fluent in English and Mandarin Chinese

You are:

– an excellent communicator, with solid interpersonal skills

– detail oriented (nothing gets past you)

– proficient in Microsoft Office Suite

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 154980BR

Business Divisions: Wealth Management Americas

Title: Registered Client Service Associate

City: San Francisco

Job Type: Full Time

Country / State: United States - California

Function Category: Business management, administration and support