Registered Client Associate
4 weeks ago
Registered Client Associate
United States - Florida
Business management, administration and support
Global Wealth Management
Job Reference #
289662BR
City
Miami
Job Type
Full Time
Your role
• 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
• Conduct order entry functions supporting financial advisors
Your team
You will be working with a financial advisor in Miami, servicing clients in Brazil. We are currently seeking a motivated and client-focused individual to join as a Registered Client Associate.
Your expertise
• Fluent in Portuguese is required
• Series 7 and 66 licenses required
• At least 3-5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• You will be the first point of contact for client service
requests and operational processing for prospects and
existing clients of the financial advisor.
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?
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.
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