Description

Job Reference #
332785BR

Business Divisions
Global Wealth Management

Your role
Are you looking for a new challenge within fast paced environment? Do you have a 'can do' attitude and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our clients?

We're looking for a Registered Client Service Associate to keep:
• keep management systems up-to-date with client information
• support execution of client orders, including journals, wire transfers, and trades
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation to open new accounts and service requests
• support advisors with Source of Wealth Narratives and any other KYC/AML related tasks
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Title
Registered Client Service Associate - Global Access Desk

City
Miami

Job Type
Full Time

Country / State
United States - Florida

Function Category
Business management, administration and support

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, wherever 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're committed to disability inclusion and if you need reasonable accommodation/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.

Your team
You'll be working on the newly developed Global Access Desk, supporting advisors covering the LatAm, EMEA and Switzerland regions.

The Global Access Desk is part of Wealth Management US and is a partnership model focused on existing client relationships of the firm through the firms existing collaboration programs. As a Registered Client Service Associate, you'll play an important role in servicing clients and providing operational and administrative support to advisors on the desk.

Your expertise
• Series 7 and 66 licenses required
• Ideally 5+ years of experience in a client associate or similar role
• Bachelor degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• Experience with KYC/AML topics
• Excellent communication skills in English
• Ability to work and converse in additional languages such as Spanish, Portuguese, German and/or Italian is an asset

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.com/careers.



Requisition #: 332785BR

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