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U
UBS
Registered Client Service Associate
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Rhode Island data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$46,838 / year median in Rhode Island
-6% projected decline
Job Description
Sign in with Google Use your Google account to sign into efinancialcareers. Sign in with Google Sign in with Google. Opens in new tab Registered Client Service Associate UBS Newport, United States Apply now Save Posted 20 hours ago Permanent Competitive Registered Client Service Associate UBS Newport, United States Apply now Save Registered Client Service Associate 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:
- Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
- Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
- Assist in preparing reports, presentations, and other materials for client meetings
- Process client requests and approvals, including account transactions, disbursements, and investment-related changes
- Open new accounts, gather and verify client information, and prepare and process required documentation
- Research and resolve complex or unique client inquiries in a timely and professional manner
- Prepare, track, and submit expense reports
- Maintain up-to-date knowledge of firm policies, procedures, and technology platforms Your team You'll be working alongside the Family & Foundations Wealth Management Group.
- Bachelor's degree required; preferred fields include communications, business, or finance
- Active Series 7 and Series 66 licenses required
- Ideally 3+ years of client service experience, preferably within the financial services industry
- Strong interpersonal communication skills with a client-first mindset
- Attention to detail and organizational abilities
- Ability to prioritize multiple tasks at once and adapt in a dynamic, fast-paced environment About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.