UBS · 1 day ago
Registered Client Service Associate
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $85K/yrUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Registered Client Service Associate to provide operational and administrative support to Financial Advisors while educating clients on account services and maintaining client information.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Educate clients on account services and capabilities
Input client information into the financial planning tools and Firm tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service request
Leverage communication channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activities
Identify service opportunities for clients
Qualification
Required
An employee must have both Series 7 and either Series 66 or 65/63 to be considered registered
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
Founded in 1998
10001+ employees
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 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
2026-01-05
2026-01-03
caixinglobal.com
2026-01-03
Company data provided by crunchbase