Location: Santa Fe
Posted on: May 17, 2023
United States - District of Columbia
Business management, administration and support
Global Wealth Management
Job Reference #
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
Our new Registered Client Service Associate will play a significant role in our client's Private Wealth Management needs. This Outstanding candidate will be a member of our Operations Group - ensuring all administrative tasks are completed at a world-class level.
We're looking for a Sr. Registered Client Service Associate to:
--- perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
--- assist clients with questions related to their accounts
--- complete firm-initiated projects
--- participate in team projects, dinners, trips, and meetings
You will be working with one of the top Private Wealth Teams that is obsessed with world-class service. Our vision is to be the best Private Wealth Team in the industry at the best Private Wealth firm in the world; a place to join, grow, and retire from. We are comprised of 6 Sub-Groups organized as Investment Consulting, Advanced Planning, Relationship Management, Operations, Team Leadership, and Business Development. Our team culture centers around leadership and support, high performance, and fun. You will be surrounded by great people (High performing A players), challenged, given opportunities, encouraged to grow, and compensated well.
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
--- series 7 & 66
--- ideally 5 years of experience in the financial services industry and a leader amongst your peers
--- bachelor's degree
--- proactive and organized
--- value accuracy and take full ownership of mistakes made
--- you set goals and do what it takes to achieve them; no excuses
--- provide excellence and world-class service
--- you love helping others and developing relationships with clients
--- experienced with phone etiquette and communicating via email
--- comfortable sharing your opinion and participating in team discussions
--- you enjoy working with others in a team-based environment
--- passionate and growth-minded, exploring ways to grow within your role and seeking out professional development
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
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
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
United States - District of Columbia
Keywords: ubs, Santa Fe , Intern, Other , Santa Fe, New Mexico
here to apply!