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Sr Registered Client Service Associate

Company: UBS
Location: Washington
Posted on: March 29, 2020

Job Description:

Your role

Are you truly service oriented? Do you know how to take care of people?

Our new Sr. 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.

You are the High Performer we are looking for if...

--- You are proactive and organized
--- You value accuracy and take full ownership of mistakes made
--- You set goals and do what it takes to achieve them; no excuses
--- You are accountable to your results; don't blame or explain
--- You are obsessed with excellence and world-class service
--- You love helping others and developing relationships with clients
--- You are experienced with phone etiquette and communicating via email
--- You are comfortable sharing your opinion and participating in team discussions
--- You have experience in the financial services industry and are a leader amongst your peers
--- You enjoy working with others in a team-based environment
--- You are passionate and growth-minded, exploring ways to grow within your role and seeking out professional development

Your responsibilities...
--- 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

Your team

--- 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
--- We live and breathe by our Core Values of Integrity, Excellence, Service, and Growth
--- You will be surrounded by great people (High performing A players), challenged, given opportunities, encouraged to grow, and compensated well

Your expertise

--- Series 7 & 66
--- Ideally 3 years of experience in client service
--- Bachelor's degree
--- Excellent communicator with top notch interpersonal skills
--- Analytical and logical
--- Dynamic and flexible team player

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

Keywords: UBS, Washington DC , Sr Registered Client Service Associate, Other , Washington, DC

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