Senior Registered Client Associate

Your role

• support a global wealth management team in delivering exceptional client service and experience
• work directly with sophisticated ultra-high net worth clients including corporate executives, business owners, family offices, multigeneration families and complex layered entities on daily inquiries and account servicing
• assist with account opening, onboarding, due diligence and monitoring activities for select households
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• collaborate with all team members on various high-stakes and in-depth projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements
• help with the preparation and delivery of reports and other materials to clients

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your expertise

• series 7 and 66 licenses required

• English and Spanish bilingual preferred

• bachelor's degree with 3+ years of experience in client service or operations within the finance sector

• demonstrates high integrity, intelligence, and initiative

• excellent communicator, with strong interpersonal skills

• highly proficient in Microsoft Office Suite

• detail oriented (nothing gets past you)

• collaborative in nature with a proactive mindset and willingness to lead

• a reputation of best-in-class professionalism and commitment to delivering exceptional service to clients

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.