Registered Client Service Associate jobs in United States
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UBS · 1 day ago

Registered Client Service Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$75K/yr - $85K/yr
date3+ years exp

UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Registered Client Service Associate to manage client information, educate clients about services, and assist in preparing reports for client meetings.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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

SIE licenseSeries 7 licenseSeries 66 licenseClient service experienceMicrosoft Office SuiteFinance degreeCommunication skillsInterpersonal skillsDetail oriented

Required

SIE, Series 7 and 66 licenses
ideally 3-5 years of experience in client service, within the finance sector
bachelor's or master`s degree or equivalent, focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite

Company

UBS

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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

H1B Sponsorship

UBS has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)

Funding

Current Stage
Public Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

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Company data provided by crunchbase