Overview
Registered Client Associate Jobs in Jacksonville, FL at UBS
Registered Client Associate
United States – Florida
Business management, administration and support
Global Wealth Management
Job Reference #
288772BR
City
Jacksonville
Job Type
Full Time
Your role
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We’re looking for a client advisor assistant to:
• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
Your team
You’ll be working in the Jacksonville, Florida branch. As client advisor assistant you’ll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
• Series 7 and 66 registered
financial services experience, ideally within a client facing team
• unyielding attention to detail, even when under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
About us
UBS is the world’s largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
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
Join us
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.
Title: Registered Client Associate
Company: UBS
Location: Jacksonville, FL
Category:
