Registered Client Service Associate
UBS, Red Bank, NJ, United States
Your role
Are you truly service oriented? Do you know how to take care of people?
Responsibilities
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
Job Type
Full Time
Job Reference #
337033BR
City
Red Bank
Team
You will be working with a team of Financial Advisors in Red Bank, New Jersey.
Qualifications
Ideally 2–5 years in wealth management, advisory support, or investment operations
Fully registered – Series 7 & 65 or 66
Working knowledge of managed portfolios, mutual funds, ETFs, structured products, alternatives (at a high level)
Risk profiles, suitability, and client objectives
Ability to analyze product groupings for individual client circumstances
Perform comparative evaluations to support FA recommendations
Professional client communication: clear, calm explanation of processes, requirements, and next steps; identify client issues early and escalates appropriately
Salary
United States - New Jersey - Red Bank min USD 72500 - max USD 80000 / annum
Benefits
UBS offers a range of competitive benefits. Variable compensation or awards may be awarded at sole discretion.
EEO Statement
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.
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Are you truly service oriented? Do you know how to take care of people?
Responsibilities
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
Job Type
Full Time
Job Reference #
337033BR
City
Red Bank
Team
You will be working with a team of Financial Advisors in Red Bank, New Jersey.
Qualifications
Ideally 2–5 years in wealth management, advisory support, or investment operations
Fully registered – Series 7 & 65 or 66
Working knowledge of managed portfolios, mutual funds, ETFs, structured products, alternatives (at a high level)
Risk profiles, suitability, and client objectives
Ability to analyze product groupings for individual client circumstances
Perform comparative evaluations to support FA recommendations
Professional client communication: clear, calm explanation of processes, requirements, and next steps; identify client issues early and escalates appropriately
Salary
United States - New Jersey - Red Bank min USD 72500 - max USD 80000 / annum
Benefits
UBS offers a range of competitive benefits. Variable compensation or awards may be awarded at sole discretion.
EEO Statement
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.
#J-18808-Ljbffr