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Registered Client Service Associate
UBS • La Jolla, CA 92037 • Posted 3 days ago
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In-person • Full-time • $60,000-$75,000/yr • Mid Level
Job Highlights
Using AI ⚡ to summarize the original job post
UBS is seeking a Registered Client Service Associate to join their Wealth Management Americas team in La Jolla, CA. The role involves maintaining client information in management systems, educating clients on account services, preparing reports and materials for client meetings, and assisting with new account openings and service requests. The position requires a detail-oriented individual with strong interpersonal skills and proficiency in Microsoft Office Suite.
Responsibilities
- 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
Qualifications
Required
- Series 7 and 66 licenses
- 5 years of experience in client service, within the finance sector
- Proficiency in Microsoft Office Suite
Preferred
- Bachelor's degree
About UBS
UBS is a global financial services company operating in over 50 countries. The company specializes in wealth management, offering investment advice and tailored solutions to individuals, families, and businesses. UBS also provides services in asset management, investment banking, and corporate stock plans, emphasizing strategic planning for business owners considering the sale of their company.
Full Job Description
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered Client Service 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
Detailed Salary Information by city(ies):
• La Jolla: the salary range for this role is $60000 to $75000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You'll be working for UBS Wealth Management Americas in the La Jolla, CA branch. As a Registered CSA, you'll play an important role assisting Financial Advisors and their Clients.
Your expertise
• series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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