16 Registered Client Associate Jobs in Miami, FL
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UBS is Hiring a Registered Client Associate Near Miami, FL
Job Reference #
City
Job Type
Your role
- 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
- Conduct order entry functions supporting financial advisors
- Understand Corporate Actions including reorgs, tender offers and spin-offs
Your team
Your expertise
- Fluent in Spanish
- Series 7 and 66 licenses required
- At least 3-5 years of experience in client service, within
- bachelor's degree or equivalent
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- You will be the first point of contact for client service
existing clients of the financial advisor.
About us
We have a presence in all major financial centers in more than 50 countries.
Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
Job Summary
Full Time
Securities
$61k-80k (estimate)
02/17/2024
05/03/2024
LONDON
1,000 - 3,000
1986
IAN DAVID MARRIOTT
$50M - $200M
Securities
Related Companies
The job skills required for Registered Client Associate include Client Service, Microsoft Office, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Registered Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Registered Client Associate positions, which can be used as a reference in future career path planning. As a Registered Client Associate, it can be promoted into senior positions as a Client Service Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Associate. You can explore the career advancement for a Registered Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Associate job description and responsibilities
Maintain and update files as required by Financial Advisors on products and clients.
04/04/2022: Roanoke, VA
Monitor current client portfolios by reviewing performance quarterly.
03/19/2022: Johnstown, PA
Develop new business opportunities through client relations and option services.
04/04/2022: Worcester, MA
Respond to phones and messages along with client requests.
02/11/2022: Scranton, PA
Created a client experience by executing all phases of client service, client relationship building, and account maintenance.
03/21/2022: Los Angeles, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Associate jobs
Executed client trades by analyzing account and market, making strategic recommendations that significantly maximize client profitability.
02/03/2022: Asheville, NC
Enhanced the client experience by servicing clients and providing operational and administrative support to Financial Advisers.
01/31/2022: Dothan, AL
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/19/2022: Fort Collins, CO
Step 3: View the best colleges and universities for Registered Client Associate.
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