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Registered Client Associate

1 month ago

Coral Gables, United States UBS Full time

United States - Florida Business management, administration and support Global Wealth Management Job Reference 301026BR City Coral Gables Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: 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 Understand Corporate Actions including reorgs, tender offers and spin-offs Your team You'll be working with a Financial Advisor team in the Coral Gables International office. We are currently seeking a motivated and client-focused individual to join as a Registered Client Associate Your expertise Fluent in Spanish 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 worlds 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 were 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.