Registered Client Associate

Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities 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 Qualifications 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 Spanish speaking and trading experience preferred Employment Details Job Type: Full Time Job Reference #: 341351BR City: New York Salary United States - New York - New York min USD 75,000 - max USD 85,000 / annum Benefits UBS offers a range of competitive benefits. For further information, visit ubs.com/employee-benefits. Variable compensation or awards may also be provided at the discretion of the company. Equal Opportunity Employer 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. #J-18808-Ljbffr