Registered Client Service Associate presso UBS Group AG
UBS Group AG · Wayzata, Stati Uniti d'America · Onsite
- Professional
- Ufficio in Wayzata
Your role
Our new Client Associate will play a significant role in our client's Wealth Management needs and will be a member of our Operations Group – ensuring all administrative tasks are completed at a world-class level.
We’re looking for a Registered Client Service Associate to:
• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events
Detailed salary information:
• Wayzata: the salary range for this role is $55000 to $65000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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Join us
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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Your team
Your expertise
– bachelor's degree or equivalent, focusing on finance, communication, or business
– series 7 and 66 licenses or willingness to obtain after hire
– Ideally 5 years of experience in client service, within the finance sector.
You are:
– an excellent communicator, with solid interpersonal skills
– committed to providing top-notch client service
– proficient in Microsoft Office Suite
About us
We have a presence in all major financial centers in more than 50 countries.