Client Service Associate
UBS 659 reviews - San Francisco, CA

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Job Summary and Mission:

The 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, 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

*High School Diploma or equivalent

* 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.

* Series 7 and 66. Will consider candidates with industry experience who are willing to obtain their Series 7 and 66 in first 3 months. Potential for growth into a junior sales partner

Preferred Qualifications
*Bachelors Degree preferred

*Detail & Service oriented

*Excellent written and verbal communication skills

*3-5 years Securities related experience

*Ideal candidate will have a strong interest in: Global Equity Markets (emphasis on US Equities), and interacting with institutional clients.

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.

About this company
659 reviews
If you be wealthy then UBS is for you. UBS is one of the world's largest private banks with operations in more than 50 countries. UBS...