Registered Client Service Associate
UBS - Palo Alto, CA

This job posting is no longer available on UBS. Find similar jobs: Registered Client Service Associate jobs - UBS jobs

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

UBS - 19 months ago - save job - copy to clipboard - block
Recommended Jobs
Registered Client Service Associate
UBS - Menlo Park, CA
UBS - 30+ days ago
About this company
416 reviews
We draw on our 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland....