Sign in
Candidate registration
Candidate registration
Employer registration
Login
Forgot password
Forgot password
Sign in
Candidate registration
Sign in
Employer registration

Registered Client Service Associate job in St Louis

Show me jobs like this one

Job Ref:  149080
Employer:  UBS
Job Type:  Full Time
Country:  United States
City:  St Louis
Address: 
07/16/2017

Your role:
Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:
- 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
Your experience and skills:
You have:
- a high school diploma
- client service experience
- series 7 and 66 licenses

You are:
- an excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite