Senior Registered Client Service Associate, UBS Wealth Advice Center

City

Charlotte, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - North Carolina

Function Category

Operations

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Your team

You’ll be working as part of the Wealth Advice Center team as a Senior Registered Client Service Associate (CSA) where you will interact with our clients and handle time sensitive service requests. You will play a critical and senior role within your team of Client Service Associates who are tasked with providing excellent service to both our Clients and our Financial Advisors at the direction of the Service Managers.

Your expertise

• ideally, 5+ years of prior financial services experience
• specialized knowledge in one or more service task
• SIE, Series 7, 66 licensed required
• undergraduate degree is required
• strong track record of success in previous positions and known for getting things done and inspiring others to follow you
• able to manage your time well and handle a large workload in a fast-paced environment
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• excellent problem solver and collaborate well with other people and teams while demonstrating self-confidence and the ability to maintain composure in challenging environments
• excellent listener with outstanding communication skills, both verbal and written
• able to adapt and work well under pressure and able to manage projects independently while assuming a high level of responsibility
• able to lead and positively influence others in a challenging environment

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.

Salary information

US Only: The expected salary range for this role is $75000 to $98000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.