Client Associate, Registered

Your role

Your role :

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

We’re looking for a registered Client Associate to:

• educate clients on account services and capabilities
• keep management systems up-to-date with client information
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests

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 as part of Rivier Advisors in our St. Cloud, MN office. 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. As a registered Client Associate, you’ll play an important role providing excellent service to our clients and Financial Advisors.

Your expertise

– bachelor's degree or equivalent, focusing on finance, communication, or business
– series 7 and 66 licenses or willingness to obtain after hire
– Ideally 5 years of experience in client service, within the finance sector.

You are:
– an excellent communicator, with solid interpersonal skills
– committed to providing top-notch client service
– 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.