Senior Registered Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Senior Registered Client Associate to:

• maintain accurate and current client records in management systems
• educate clients on account services and capabilities
• input client information into financial planning and firm platforms
• support the preparation of reports, presentations, and materials for client meetings
• gather required documentation for new accounts and service requests
• identify service opportunities for clients
• plan team marketing events and maintain marketing materials
• leverage communication channels to enhance relationships with clients
• 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.

Your team

You’ll be working with a Private Wealth Management team in the New York City office. As a Senior Registered Client Associate you will play an important role in working with a professional and highly respected team.

Your expertise

• series 7 and 66 licenses required for role
• ideally 5+ years of experience in client service, within the finance sector
• bachelor's degree preferred, focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.