Sr. Client Service Associate
UBS Financial Services
This is a Full-time position in Seattle, WA posted March 6, 2021.
http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=227596&codes=IINDD
Business management, administration and support
Global Wealth Management
Job Reference #
225115BR
City
Seattle
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Senior Registered Client 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
Your team
You’ll be working in the UBS Institutional Consulting Group in Seattle, WA. We are a team of 11 professionals. The focus of the business is both institutional consulting and high net worth clients. As a Senior Registered Client Associate, you’ll play an important role servicing clients and supporting the team.
Your expertise
• series 7 and 66 licenses
• ideally 5+ years of experience in client service, within the finance sector
• bachelor’s or master’s degree or equivalent
• 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 more than 50 countries. Do you want to be one of us?
We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, 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.
