Talent.com
Registered Client Associate
Registered Client AssociateUBS • Miami, FL, United States
[error_messages.no_longer_accepting]
Registered Client Associate

Registered Client Associate

UBS • Miami, FL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Your role

  • Conduct order entry functions supporting the Financial Advisor

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
  • 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

    Your team

    You'll be working as part of Wealth Management Americas, International Division with a focus in LATAM. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them

    Your expertise

  • series 7 and 66 licenses required
  • Fluent in Spanish
  • ideally 3+ years' experience in client service, within the finance sector
  • bachelor's degree or equivalent
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite
  • unyielding attention to detail, even when under pressure
  • team player that remains calm while managing conflicting priorities
  • works with absolute discretion, tactfulness and adaptability to changing demands
  • About us

    UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also 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.

    We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com / careers.

    [job_alerts.create_a_job]

    Client Associate • Miami, FL, United States

    [internal_linking.similar_jobs]
    Remote Client Service Representative (50K-90K per year)

    Remote Client Service Representative (50K-90K per year)

    Professional Careers • Cutler Bay, Florida
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Dentist, Associate

    Dentist, Associate

    PDS Health • Miami, FL, United States
    [job_card.full_time]
    Now is the time to join Fontainebleau Dentistry.You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Complex Litigation Associate

    Complex Litigation Associate

    Interlink Talent Solutions • Doral, FL, United States
    [job_card.full_time]
    Be among the first 25 applicants.Interlink Talent Solutions provided pay range.This range is provided by Interlink Talent Solutions. Your actual pay will be based on your skills and experience talk ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Client Experience Associate

    Client Experience Associate

    PNC • Miami, FL, US
    [job_card.full_time]
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Accounting Associate

    Accounting Associate

    Educated Solutions Corp • Coral Gables, FL, United States
    [job_card.full_time]
    General Partner (GP) accounting operations.The role offers strong visibility, cross-functional exposure, and clear potential for long-term career progression. This position is ideal for a candidate ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Support Associate II

    Support Associate II

    CGI • Miami, FL, United States
    [job_card.full_time]
    Category : Business Analysis (functional and technical).Main location : United States, Florida, Miami.CGI Federal roles - Visa and Passport. By playing this video you consent to Google / YouTube process...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Audit Associate - Miami, FL - Class of 2026

    Audit Associate - Miami, FL - Class of 2026

    CohnReznick • Miami, FL, United States
    [job_card.full_time] +1
    Audit Associate - Miami, FL - Class of 2026.Audit Associate - Miami, FL - Class of 2026.As CohnReznick grows, so do our exceptional career opportunities. As one of the nation's top professional serv...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Litigation Associate Hybrid Work, Bonus & Florida Bar

    Litigation Associate Hybrid Work, Bonus & Florida Bar

    Solid Rock Recruiting LLC • Doral, FL, United States
    [job_card.full_time]
    A reputable litigation firm located in Coconut Grove / Miami is seeking a Litigation Associate Attorney with 1-3 years of experience. The ideal candidate will possess strong writing skills and a Flori...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate

    Client Services Associate

    RH • Miami, FL, United States
    [job_card.full_time]
    RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Litigation Associate

    Litigation Associate

    The Ferraro Law Firm • Doral, FL, United States
    [job_card.full_time]
    Ferraro Law is a rapidly expanding mid-sized plaintiff personal injury firm, actively seeking a highly motivated and experienced Associate to take an active role in joining our Litigation team.Our ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Associate

    Investment Associate

    LD&D • Miami, FL, United States
    [job_card.full_time]
    LD&D, a rapidly growing Miami-based real estate development and investment firm, is seeking an Investment Associate to join the team for a. We are looking for a highly analytical and motivated indiv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate - Bankruptcy

    Associate - Bankruptcy

    GrayRobinson, P.A. • Miami, FL, United States
    [job_card.full_time]
    GrayRobinson, a full-service law and government consulting firm with 16 offices in Florida and Washington, D.Miami or Orlando offices for a Bankruptcy Associate with 2-3 years' experience - judicia...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Client Specialist

    Senior Client Specialist

    First Horizon Bank • Doral, Florida, US
    [job_card.full_time]
    Location : On site at location listed in job posting.Summary : The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Patient Care Associate 1, Rehab 8, Full Time, Nights

    Patient Care Associate 1, Rehab 8, Full Time, Nights

    Public Health Trust of Dade Co • Miami, FL, United States
    [job_card.full_time]
    NW 12th Ave, Miami, Florida, 33136.Full-Time, Nights, 3 / 3 Schedule, 7pm-7 : 30am.Ranked as one of the nation's best hospitals for rehabilitation care by U. News & World Report, the Christine E.Lynn Re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Associate Attorney - Miami

    Real Estate Associate Attorney - Miami

    Direct Counsel • Miami, FL, United States
    [job_card.full_time]
    Direct Counsel is representing an Am Law 100 firm.This is an exciting opportunity to work on complex, high-value transactions across the U. Real Estate Associate Attorney.Manage and support complex ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Client Account Specialist

    Remote Client Account Specialist

    Professional Careers • Coral Gables, Florida
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Patient Care Associate 1; Full-time; Surgical Clinic

    Patient Care Associate 1; Full-time; Surgical Clinic

    Public Health Trust of Dade Co • Miami, FL, United States
    [job_card.full_time]
    Miami, FL | Full-Time Surgical Clinic ACC West.Patient Care Associate provides patient focused, age-specific, information and clinical based support to patients through the utilization of appropria...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Client Support Coordinator - Flexible Schedule

    Remote Client Support Coordinator - Flexible Schedule

    Professional Careers • Coral Gables, Florida
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]