Client Associate, Registered

Your role

Your role :

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

We're looking for a registered Client Associate to:

• 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

Detailed salary information:

• St Cloud: the salary range for this role is $55000 to $60000

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.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your expertise

\u2013 bachelor's degree or equivalent, focusing on finance, communication, or business

\u2013 series 7 and 66 licenses or willingness to obtain after hire

\u2013 Ideally 5 years of experience in client service, within the finance sector.

You are:

\u2013 an excellent communicator, with solid interpersonal skills

\u2013 committed to providing top-notch client service

\u2013 proficient in Microsoft Office Suite

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.