Registered Client Associate

Welcome to UBS, a global financial services company with a strong commitment to helping our clients achieve their financial goals. We are currently seeking a highly motivated and experienced Registered Client Associate to join our team. In this role, you will have the opportunity to work closely with our clients, providing exceptional service and support in managing their investments. As a successful candidate, you will possess a strong understanding of the financial industry, excellent communication skills, and a dedication to delivering exceptional client experiences. Join us and become a part of a dynamic and collaborative team that is dedicated to making a positive impact on our clients' lives.Provide exceptional service to clients by effectively managing their investments and addressing their financial needs.Build and maintain strong relationships with clients to ensure satisfaction and retention.Collaborate with financial advisors and other team members to develop comprehensive financial plans for clients.Assist clients with account management, including opening and closing accounts, processing transactions, and updating account information.Conduct market research and stay up-to-date with industry trends to provide clients with relevant and accurate information.Communicate complex financial concepts and strategies in a clear and concise manner to clients.Ensure all client information and records are accurately maintained and compliant with regulatory standards.Take a proactive approach in identifying and addressing any potential issues or concerns for clients.Participate in team meetings and training sessions to continually enhance knowledge and skills.Uphold the company's mission and values in all interactions with clients and colleagues.UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.