Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years of industry experience.

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

• 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, daily weekly and monthly
• Leverage communication channels to enhance relationships with clients
• Identify and report process improvements in your own work scope

Detailed Salary Information by city(ies):
• Westlake Village: the salary range for this role is $55000 to $70000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.