About this role
Registered Client Associate at UBS Group AG. Location: San Francisco, California, United States. Role: updating systems, educating clients, preparing reports Requirements: Series 7 and 66 licenses preferred, 3+ years client service experience in finance, finance-focused bachelor's or master's preferred, strong communication, detail orientation, and Microsoft Office proficiency. Category: Business Operations Seniority: Mid Level Tools: Microsoft Office Suite Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English