Client Associate, Sr. Registered - UBS : Job Details

Job Reference #

317626BR

City

New York

Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people? We are seeking a highly organized, experienced, client-focused individual to join our wealth management team as a Client Service Associate. This role is ideal for someone who thrives in a fast-paced and multi-faceted environment, who demonstrates strong execution and communication skills with a proactive approach to tasks. Our ideal candidate: Day-One Expectations: Accurately process basic money movements and transactions (e.g., wires, checks, trades, account openings) Possess basic knowledge of investment vehicles (such as ETFs, mutual funds, stocks, and alternatives), account types (including IRA, trust, taxable), required minimum distributions, annual gifting regulations, and related topics Implement strong organizational systems to manage daily tasks and long-term follow-ups, managing to and meeting deadlines Long-Term Vision: Participate in client calls and understand foundational topics (e.g., portfolios, financial planning, cash flow) Lead operational execution across multiple internal processes and projects Drive work forward between clients and advisors with confidence and clarity by crafting: meeting prep, agendas, and action item follow ups Detailed salary information: New York: the salary range for this role is $75000 to $98000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

Youll be working on the Park View Partners team in Manhattan. We deliver high-touch, strategic support to our clients, ensuring seamless execution and exceptional service. As a Client Service Associate, you play an important role in ensuring operational excellence and building trusted client relationships.

Your expertise

series 7 and 66 licenses ideally 3+ years of relevant experience in client service within Wealth Management bachelors degree polished and personable in both written and verbal communication detail oriented (nothing gets past you) proficient in Microsoft Office Suite, notably Microsoft Teams

About us

UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $75000 to $98000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves. Were committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.