What are the responsibilities and job description for the Registered Client Associate position at UBS - Experienced professionals - job boards?
Are you truly service oriented. Do you know how to take care of people. We're looking for someone like that who can provide operational and administrative support to financial advisors.
You'll:
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