UBS · 21 hours ago
Registered Client Associate
North Dakota, United States
Full-time
Onsite
Senior Level
5+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. The Registered Client Associate will play an important role in providing excellent service to Financial Advisors and clients, ensuring tasks are met and exceeded.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Educate clients on account services and capabilities
Keep management systems up-to-date with client information
Help with the preparation of reports and other materials for client meetings
Collect the right documentation for opening new accounts and service requests
Qualification
Required
bachelor's degree or equivalent, focusing on finance, communication, or business
series 7 and 66 licenses or willingness to obtain after hire
5 years of experience in client service, within the finance sector
excellent communicator, with solid interpersonal skills
committed to providing top-notch client service
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
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
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
Company data provided by crunchbase