Registered Client Service Associate

Registered Client Service Associate United States

• New Jersey Business management, administration and support Global Wealth Management Job Reference # 337033BR City Red Bank 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 Your team You will be working with a team of Financial Advisors in Red Bank, New Jersey. Your expertise ideally 2-5 years in wealth management, advisory support, or investment operations Fully registered
• Series 7 & 65 or 66 Working knowledge of:
• Managed portfolios, mutual funds, ETFs, structured products, alternatives (at a high level)
• Risk profiles, suitability, and client objectives Ability to: Analyze product groupings for individual client circumstances Performparative evaluations to support FA rmendations Professional clientmunication:
• Clear, calm explanation of processes, requirements, and next steps
• Ability to identify client issues early and escalate appropriately 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
• New Jersey
• Red Bank min

USD 72500

• max

USD 80000

/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.