Client Associate, Registered jobs in United States
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UBS · 5 hours ago

Client Associate, Registered

positionWisconsin, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

UBS is a leading global wealth manager and universal bank headquartered in Switzerland. They are seeking a Client Associate to provide operational and administrative support to financial advisors, ensuring client information is up-to-date and assisting in various client-related tasks.

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

Series SIE66 licensesBachelor's degree in financeClient service experienceMicrosoft Office SuiteCommunicatorDetail orientedInterpersonal skills

Required

bachelor's degree or equivalent, focusing on finance, communication, or business
series SIE, 7 and 66 licenses
Ideally 5 years of experience in client service, within the finance sector
an 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

bloomberglaw.com
UBS Also Considering External CEO Candidates, Ermotti Says (1)
2026-01-22
Investing.com
UBS CEO: ’no choice but the dollar’ despite geopolitical tensions
2026-01-22
Digiday
UBS, New York Times Advertising, Uber Advertising and The Wall Street Journal are Digiday Media Awards Europe finalists
2026-01-22
Company data provided by crunchbase