Title Registered Client Service Associate
Job Reference # 91367BR
Location United States - Oregon
City Portland
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
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 client’s 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, marketing support 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




• Provide marketing support to enhance business development
  Requirements *High School Diploma or equivalent

*Series 7 and 66 licenses required

*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

*Must be knowledgable with excel, powerpoint and outside social media websites.
Preferred Qualifications *Bachelors Degree preferred

*Detail & Service oriented

*Excellent written and verbal communication skills

*3-5 years Securities related experience

*Full service brokerage experience preferred

*To serve clients and provide operational and administrative support to Financial Advisors
Our Offering We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
Take the next step Ready to take the next step? Apply now at www.ubs.com/careers. We look forward to hearing from you.
Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.