Description

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'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
Mandarin is a plus
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.