Registered Client Service Associate
UBS Financial Services, Inc - Dallas, TX
This job is no longer active. View similar jobsJob Summary
- Company
- UBS Financial Service... UBS Financial Services, Inc
- Location
- Dallas, TX
- Job Type
- Regular
- Job Classification
- Full Time
- Experience
- not provided
- Education
- not provided
- Company Ref #
- 81474BR81474BR
- AJE Ref #
- 555522609
- [+] More
Job Description
Job Summary and Mission:
The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the clients operational and administrative needs.
Job Responsibilities:
* Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate
* Provide administrative support to designated financial advisor(s)
* Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other
* Work closely with the branch operations team and bank service desks on resolving client inquiries
* Market research
* Interface with branch management team as required
* Series 7 and 66 required
* High School Diploma or equivalent
* 2-3 years minimum experience in financial service industry
* Strong knowledge of lending products
* Strong communication skills (verbal and written)
* Ability to multi-task in a highly visible fast-paced and team-oriented environment
* Ability to exercise good judgment by recognizing urgency and prioritizing accordingly
* High degree of confidentiality and latitude
* Able to work independently with strong administrative and problem solving skills
* Ability to interface across business units and with all levels of Management