About this role
Senior Registered Client Associate at UBS. Location: Sugar Land, Texas, United States. Role: supporting advisors, maintaining records, preparing reports Requirements: Provide operational and administrative support to Financial Advisors; maintain client records, prepare reports, collect account documentation; Series 7/66 licenses for registered CSAs preferred, bachelor\u0002s preferred, proficient in Microsoft Office, strong communication and attention to detail. Category: Administrative & Clerical Support Seniority: Mid Level Tools: Microsoft Office Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English