
Posted 14 hours ago
Client Associate Registered
UBS
Requirements
Series 7 license, Series 66 or Series 65/63 license
Skills
FinanceBankingFintech
About the role
Responsibilities
- Provide operational and administrative support to Financial Advisors within Global Wealth Management
- Service clients and assist with standard technical and professional support tasks
- Identify and report process improvements within your work scope
- Establish and maintain strong working relationships with colleagues to achieve team goals
- Complete tasks within clearly defined processes and objectives under supervision
Requirements
- Must possess a Series 7 license
- Must possess either a Series 66 or Series 65/63 license
- Ability to work onsite in the Downtown Denver office
About the Company
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
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UBS · Denver
