Registered Client Associate
UBS · United States
We’re looking for a Registered Client Service Associate to:• Conduct order entry functions supporting the Financial Advisor
keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities