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Title Registered Client Service Associate
Job Reference # 91650BR
Location United States - Maine
City Portland
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
Description Job Summary and Mission:
The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.
Job Responsibilities:
* Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate
* Provide administrative support to designated financial advisor(s)
* Process and follow up operational duties linked to new accounts, risk management, funds cashiering, marketing support and order entry, among other
* Work closely with the branch operations team and bank service desks on resolving client inquiries
* Market research
* Interface with branch management team as required
* Provide marketing support to enhance business development
Requirements *High School Diploma or equivalent
*Series 7 and 66 licensed required
*2-3 years minimum experience in financial service industry
*Strong knowledge of lending products
*Strong communication skills (verbal and written)
*Ability to multi-task in a highly visible fast-paced and team-oriented environment
*Ability to exercise good judgment by recognizing urgency and prioritizing accordingly
*High degree of confidentiality and latitude
*Able to work independently with strong administrative and problem solving skills
*Ability to interface across business units and with all levels of Management
*Must be knowledgable with excel, powerpoint and outside social media websites.
Preferred Qualifications *Bachelors Degree preferred
*Detail & Service oriented
*Excellent written and verbal communication skills
*3-5 years Securities related experience
*Full service brokerage experience preferred
*To serve clients and provide operational and administrative support to Financial Advisors
Our Offering We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
Take the next step Ready to take the next step? Apply now at www.ubs.com/careers. We look forward to hearing from you.
Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
