Client Associate Registered at UBS - ScoutJobs - The AI-curated global job board
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UBS
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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Client Associate Registered

UBS · Denver

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