Registered Client Associate

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 # 339496BR City Pasadena Your team You’ll be working in the Financial Services team in California. Your working location will be based in Pasadena, California. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them. Your expertise SIE, Series 7 and 66 licenses Ideally 3-5 years of experience in client service, within the finance sector Bachelor's or master`s degree or equivalent, focusing on finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Cantonese/Mandarin is a plus Salary information United States - California - Pasadena min USD 75000 - max USD 85000 /annum About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. EEO and Disability Inclusion 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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-Ljbffr