Do you look for a new challenge within the dynamic and fast paced environment? Do you have a "can do" attitude and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our clients?

We’re looking for a Registered Client Service Associate to:

• keep management systems up-to-date with client information
• support execution of client orders, including journals, wire transfers and trades
• 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
• support advisors with Source of Wealth Narratives and and any other KYC/AML related tasks
• plan team marketing events and maintain marketing materials

Job Reference #

320577BR

City

Coral Gables, Miami

Job Type

Full Time

Your team

You’ll be working on the newly established Global Access Desk in Miami, supporting advisors who cover the LatAm region. The Global Access Desk is part of Wealth Management US and is a partnership model focused on existing client relationships of the firm through the firms existing collaboration programs. As a Registered Client Service Associate, you’ll play an important role in servicing clients and providing operational and administrative support to advisors on the desk.

Your expertise

• series 7 and 66 licenses required
• ideally 5+ years of experience in a client associate or similar role
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• some experience with KYC/AML topics
• excellent communication skills in English
• additional languages: ability to work and converse in Spanish and/or Portuguese

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.

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.

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.