UBS

Senior Registered Client Associate

UBS

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At UBS, we are looking for a Senior Registered Client Associate who will provide exceptional customer service to our high net-worth clients. As a Senior Registered Client Associate, you will act as an ambassador for UBS and build trust with our clients by providing exceptional service. We are looking for someone who has strong interpersonal skills, the ability to think on their feet, and the desire to work in a fast-paced environment.The successful candidate for this position will have a minimum of three years of experience in a client-facing role, along with a Series 7 and 63 license. You should have a keen eye for detail and the ability to think critically when making decisions. You should also have excellent communication skills and be able to work effectively with teams from across the company.We are looking for someone who is passionate about delivering outstanding customer service and making a positive impact on our clients. If this sounds like you, we want to hear from you.

Responsibilities:

  1. Provide exceptional customer service to high net-worth clients.
  2. Act as an ambassador for UBS and build trust with clients.
  3. Utilize strong interpersonal and communication skills.
  4. Work effectively with teams from across the company.
  5. Have a keen eye for detail and the ability to think critically.
  6. Have a minimum of three years of experience in a client-facing role.
  7. Possess a Series 7 and 63 license.
  8. Be passionate about delivering outstanding customer service.
  9. Make a positive impact on clients.
  10. Work in a fast-paced environment.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Series And Licenses

  • Strong Communication And Organizational Skills

  • Knowledge Of Ubs Systems And Processes

  • Ability To Work Independently With Minimal Supervision

  • Cfp/Cfa Designation

  • Bachelor’s Degree In Business Or Finance

  • Minimum Of Years Experience In Financial Services

  • Understanding Of Investment Products And Services

Required Skills
  • Risk Management

  • Financial Planning

  • Market Research

  • customer service

  • Relationship Management

  • Client Service

  • Sales Support

  • Regulatory compliance

  • Asset management

  • Problem-Solving

  • Regulatory reporting

  • Trading Support

  • Documentation Preparation

  • Account Administration

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Negotiation

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Registered Client Associate in New York, NY, USA is $56,000 to $93,000 per year. This range is based on the salaries of those who meet the qualifications for this position and who have at least five years of experience in the field.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 26th, 2023
Apply BeforeAugust 19th, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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