UBS · 9 hours ago
Registered Client Associates (DOD SkillBridge Trainee)
New York, NY
Full-time
Onsite
Entry Level
$75K/yr - $85K/yr
2+ years expUBS is a leading global wealth manager headquartered in Switzerland, seeking individuals transitioning from the US Armed Services for their SkillBridge training program. The Registered Client Associate will support a financial advisor team by managing client information, educating clients on services, and assisting with reports and marketing events.
Asset ManagementBankingFinancial ServicesWealth Management
No H1B
U.S. Citizen Only
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
Qualification
Required
Series 7 and 66 licenses
Ideally 2-3 years of experience in client service, within the finance sector
Bachelor degree, focusing on finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2025-12-24
2025-12-24
MarketScreener
2025-12-24
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