Registered Client Associate

Open — UBS has a posting for this job. Posted 8 Oct 2026. About this job Job Reference #

344762BR

City Portland Job Type Full Time Key responsibilities 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 The team You’ll be working in the Portland, ME branch as a Registered Client Associate. Your skills and experience series 7 and 66 licenses (for registered CSAs only) ideally 3-5 years of experience in client service, within the finance sector 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. Salary information The indicative gross base salary range as a full-time equivalent role: United States - Maine - Portland min USD 55000 - max USD 75000 /annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. 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. UBS's other jobs that have a page here. Each page says open or closed for itself. Opens jobs.ubs.com, after a short hand-off page here. One page per job at this company, in this place. Open or closed, it says which. Open: the posting you see is the one you apply to, on the employer's site. No account here. Closed: the page stays, keeps this job's history, and turns back to Open when the employer posts it again. State comes from Talentify's job index. Closures are checked every hour and every page is re-read at least daily, so a change on the employer's side can take a day or more to show here. #J-18808-Ljbffr UBS