Registered Client Service Associate
UBS - Boston, MA

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Job Summary and Mission:

The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client’s operational and administrative needs.

Job Responsibilities:

* Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate

* Provide administrative support to designated financial advisor(s)

* Process and follow up operational duties linked to new accounts, risk management, funds cashiering, marketing support and order entry, among other

* Work closely with the branch operations team and bank service desks on resolving client inquiries

* Market research

* Interface with branch management team as required

* Provide marketing support to enhance business development

*High School Diploma or equivalent

*Series 7 and 66 licensed required

*2-3 years minimum experience in financial service industry

*Strong knowledge of lending products

*Strong communication skills (verbal and written)

*Ability to multi-task in a highly visible fast-paced and team-oriented environment

*Ability to exercise good judgment by recognizing urgency and prioritizing accordingly

*High degree of confidentiality and latitude

*Able to work independently with strong administrative and problem solving skills

*Ability to interface across business units and with all levels of Management

*Must be knowledgable with excel, powerpoint and outside social media websites.

Preferred Qualifications
*Bachelors Degree preferred

*Detail & Service oriented

*Excellent written and verbal communication skills

*3-5 years Securities related experience

Our Offering
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.

UBS - 2 years ago - save job
About this company
505 reviews
We draw on our 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland....