UBS Financial Services Registered Client Service Associate in Florham Park, New Jersey

Your role:

The Private Wealth Management Registered Client Service Associate provides ongoing day-to-day support for a Private Wealth team. A qualified candidate should be registered and will be expected to learn the business in order to assist the team's high net worth households.

While tasks may vary day to day, responsibilities will include but are not limited to:

  • Working with clients to ensure proper account opening procedures and documentation

  • Providing account information to clients and maintaining key client relationships

  • Proactively resolving clients' issues and concerns

  • Learning the business and products in order to assist Private Wealth team

  • Organization, tracking, and communication of various team tasks

  • Receiving and entering customer orders in both brokerage and advisory accounts

  • Comply with all industry rules and regulation and firm policies

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.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

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:

– client service experience

– series 7 and 66 licenses

You are:

– an excellent communicator, with solid interpersonal skills

  • Confident in both written and verbal communications

– 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 more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 173389BR

Business Divisions: Global Wealth Management

Title: Registered Client Service Associate

City: Florham Park

Job Type: Full Time

Country / State: United States - New Jersey

Function Category: Business management, administration and support