Client Service Associate
UBS - San Francisco, CA
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

Requirements
*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.

UBS - 16 months ago - save job - block
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About this company
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We draw on our 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland....