Client Service Associate - Licensed

UBS Financial Services
Oct 03, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
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