Find & Apply For Personal Financial Advisor Jobs in Los Gatos, California

Registered Client Associate

United States

• California
  Business management, administration and support
  Global Wealth Management
  Job Reference #
  343558BR
  City
  Los Gatos
  Job Type
  Full Time
  Key responsibilities
  Are you truly service oriented?

Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to financial advisors.

You'll:

• 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
  The team
  You'll be working as part of a Wealth Management team. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
  Your skills and experience
  You have:
  
• Ideally 1-3 years of client service experience
  
• series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire
  
• excellent skills in Microsoft Office Suite and other technologies
  
• excellent written and verbalmunication skills
  
• general knowledge of capital markets preferred
  You are:
  
• an excellentmunicator, with solid interpersonal skills
  
• detail oriented (nothing gets past you)
  
• proficient in Microsoft Office Suite
  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.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States
• California
• Los Gatos min

USD 65000

• max

USD 85000

/annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.

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.