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Registered Client Associate

Registered Client Associate

UBSNew York, NY, United States
30+ days ago
Job type
  • Full-time
Job description

Your role

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

We're looking for a Registered Client Associate to :

  • 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

Detailed salary information :

  • New York : the salary range for this role is $70000 to $75000
  • The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com / usbenefits.

    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 in the New York International Group branch office located in midtown Manhattan. We provide wealth management solution to ultra high net worth clients. This benefits our client with their short and long term financial goals. As a Registered Client Associate, you'll play an important role supporting your Financial Advisor(s).

    Your expertise

  • series 7 and 66 licenses
  • ideally 3-5 years of experience in client service, within the finance sector
  • bachelor degree preferred, focusing on Finance
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite
  • Fluent speaking Spanish, Portuguese or Mandarin a plus
  • About us

    UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

    We have a presence in all major financial centers in more than 50 countries.

    Salary information

    US Only : The expected salary range for this role is $70000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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    Client Associate • New York, NY, United States

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