Client Service Associate - Licensed

Recruiter
UBS Financial Services
Location
Stamford
Salary
Competitive
Posted
Oct 03, 2016
Closes
Oct 19, 2016
Role
Marketing
Industry
Accounting
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
**Job Reference #:** 139470BR

**City:** Stamford

**Job Type:** Full Time

**Your Role:** Are you truly service oriented? Do you possess your Series 7 license and have experience supporting clients? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:
- 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

**Your Team:** You'll be working as part of a Private Wealth Management team. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

**Your Experience and Skills:** You have:

- a university degree, preferably in Finance or Business

- client service experience

- series 7 and 66 licenses required



You are:

- an excellent communicator, with solid interpersonal skills

- detail oriented (nothing gets past you)

- proficient in Microsoft Office Suite

**What We Offer:** Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.



Why UBS? Video

**Disclaimer / Policy Statements:** UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. 154b41fecdaa4242b12a52cda97c5aa5