Client Support Associate

Client Support Associate - RCSPL Canada Inc

Date Posted: Jul 29, 2022

Job Detail

Location:

Canmore, Alberta, Canada
Company:

RCSPL Canada Inc
Type:

Full Time/Permanent
Shift:

First Shift (Day)
Career Level:

Entry Level
Positions:

5
Experience:

Entry Level
Degree:

Bachelors
Apply Before:

Aug 31, 2022

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Job Description

Job details

Job Type

Full-time

Benefits

Full Job Description

United States - California

Business management, administration and support

Global Wealth Management

Job Reference #

255770BR

City

Westlake Village

Job Type

Full Time

Your role

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

Your team

You’ll be working with a dynamic, growing team in Westlake Village. Benefiting our clients by offering all the firm has to offer. As a client service Associate, you’ll play an important role within the team leading client service focus.

Your expertise

series 7 and 66 licenses (for registered CSAs only)
ideally 5 years of experience in client service, within the finance sector
bachelor's or master`s degree or equivalent, focusing on day to day client service
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Skills Required

COMMUNICATION

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Company Overview

RCSPL Canada Inc

Mississauga, Ontario, Canada

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