What are the responsibilities and job description for the Registered Client Service Associate position at UBS?
Your role
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We're looking for a client advisor assistant to :
- support client advisors in delivering exceptional client service and experience
- be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
- assist with account opening, onboarding, due diligence and monitoring activities
- support with documentation for client meetings, business trips, investment proposals and the like
- collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
Your team
You'll be working in Portsmouth, NH on a Financial Team. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
