Senior Registered Client Associate
$70k - $95kUBS Financial Services Inc.
Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Senior 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 Job Type Full Time Job Reference #
341852BR
City New York Your team You’ll be working in the New York International Group branch office in mid-town Manhattan. We provide wealth management solutions to ultra and high net worth clients. As a Senior Registered Client Associate you’ll play an important role in providing exceptional services to our clients. 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 Spanish, Portuguese or Mandarin a plus 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 - New York - New York min USD 70000 - max USD 95000 /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. 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. #J-18808-Ljbffr UBS$55k - $90k
...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...SeniorFull timeFlexible hours$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours- RBC Wealth Management in New York is seeking a Senior Registered Client Associate to be a trusted resource for clients, advisors and the branch. You will use your administrative and operational skills to help advisors grow their business, meet compliance standards, onboard...Senior
$25 - $45 per hour
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code.**Possesses advanced industry knowledge and an...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...access with deeply personalized client relationships. Our multigenerational team... ...Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in...SeniorWork at office
$65k - $75k
...a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner... ...-box: a proprietary tech platform and client portal, an in-house marketing team... ...Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional...Senior$100k - $115k
...complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment... ...across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL...SeniorPermanent employmentWork at officeLocal area$75k - $85k
...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...Full timeWork at office$29.24 - $36.54 per hour
...Job Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client...Hourly payWork experience placementWork at officeHome office- UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...Senior
$25 - $44 per hour
Client Service Support Specialist - Client Service Overview: This role is responsible for providing client service support to potentially... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...Hourly paySeasonal workShift workDay shift$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$35.36k - $90k
...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Temporary workWork at officeLocal area- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...Work at officeImmediate startFlexible hours$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York) role... ...additional forms of compensation such as discretionary bonus Seniority level Seniority level Mid-Senior level Employment type...Full timeLocal area$68.3k - $79.8k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area$34.32k - $90k
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SeniorLocal area
$81.13k - $164.57k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:...SeniorWork at officeLocal areaRelocationRelocation package$100k - $120k
...professional and personal goals is the best way to help our clients and advance our business. With a 200-year legacy and a... ...career. Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York...SeniorWork at officeLocal area- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
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- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...Senior
$120k - $170k
...EliseAI Strategy & Operations, Client AI Transformation At EliseAI, we're improving the industries that matter most: housing and healthcare... ...deliver recommendations and move on. You'll work directly with senior client executives to identify where AI can transform their...SeniorWork at officeLocal areaRelocation- ...Atlanta, Miami, Philadelphia Role Overview Deliver a best-in-class client experience, elevate the team’s brand, and make partners more... ...tool. Bachelor’s degree. Nice to Have Experience supporting senior partners with fast-turn requests. Brand and marketing development...Full timeWork at office
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