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$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- ...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 - $45 per hour
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an understanding...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$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- ...Registered Client Service Associate, Bilingual Korean/English Preferred Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...
$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply for the Registered... ...to diversifying its workforce (M/F/Disability/Vet). Seniority level Seniority level Entry level Employment type...Full timeTemporary workWork at officeLocal area$34.32k - $90k
POSITION SUMMARY 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...Work at officeLocal 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$25 - $45 per hour
...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....Hourly payFull timeSeasonal workWork at officeWork from homeDay shift$100k - $115k
...professionals located in New York City and services over 500 clients with over $22 billion in client assets as of January 2026. As... ...Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Hightower is an equal opportunity...SeniorPermanent employmentLocal 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$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management...SeniorWork experience placement$50k - $80k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$71.8k - $89.7k
...Job Title Company Overview World Insurance Associates (World) is a unique financial services organization with a global network of brokers... ..., by following established workflows and procedures on client deliverables and services. Has substantial understanding of the...SeniorWork experience placementWork at officeLocal area$45 per hour
...Overview Senior LIFE is an innovative home and community based Medicare and Medicaid funded program which provides all-inclusive healthcare... ...RN License and valid Driver's License required Schedule of the Registered Nurse (RN) Monday - Thursday 4:30 pm to 10:30pm Work From Home...SeniorHourly payCasual workWork from homeWeekday work- Beth Israel Lahey Health is seeking a Staff Registered Nurse in Tertiary Care to provide high-quality, patient-centered care under the supervision of the Nurse Manager and Tertiary Team Leader. The role emphasizes clinical judgment, professional relationships, and leadership...Senior
- Lifespacecareers is looking for a dedicated Registered Nurse to join our Clinical team at Friendship Village of South Hills in Pennsylvania. This role involves direct nursing services for residents, oversight of clinical orders, and providing leadership to team members...Senior
$61.28k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and...Full time- ...Client Tax Operations Associate In Brokerage Operations Make an impact in a role where accuracy, curiosity, and continuous improvement matter. You will help protect data integrity and support compliant client reporting in a fast-paced operations environment. Join a...Senior
- Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment...Work at officeRemote work3 days per week
- Aura Health in New York seeks a Lead Registered Dietitian to oversee nutritious care in a skilled nursing facility. You will assess residents, develop care plans and collaborate with medical staff to optimize outcomes. The role requires RD certification and a degree in...SeniorFull time
$190k - $225k
About the RoleiCapital is seeking a Senior Vice President to join its Regulatory and Compliance team to manage iCapital’s registered 1940 Act product compliance program. This role will work closely with the senior portfolio management, business, Regulatory and Compliance...SeniorFull timeWork at officeRemote work- Join J.P. Morgan Asset Management, where your expertise as a Client Account Manager - Senior Associate will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!As a Client Account Manager - Senior Associate within Asset Management...SeniorFlexible hours
$23 - $27 per hour
...Center-based ABA Behavior Technician (BT) Trainer Registered Behavior Technician (RBT) Lead / Senior ABA Therapist Hawthorne, NY What We Offer ~... ...as bend, kneel, or squat to remain at eye level with clients. Capable of prolonged periods of standing and...SeniorWeekly payFull timeWork from home- UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare reports...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Registered Client Associate. Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client account associate New York, NY
- registered client associate New York, NY
- client services associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- senior technical analyst New York, NY
- senior associate attorney New York, NY
- senior developer New York, NY


