Registered Client Associate

Job Reference #
298173BR

Job Type
Full Time

Your role
As clients’ point of contact for private wealth management service and account administration, our CSAs are responsible for executing across a broad range of topics

We’re looking for a Client Associate to:

• Work with the Team Operations Lead to ensure a seamless client onboarding and ongoing relationship experience, owning inquiries from start to finish and completing ongoing servicing requests as needed.
• Coordinate all investment fundings, including alternative and direct investments
• Manage Family Office Services, such as cash flow reports and budgets
• Maintain client and internal agendas and update CRM systems
• Assist advisors in planning team marketing events and maintain marketing materials
  
  

Your team
You’ll be working for a team in New York City that manages $1bn+ in assets. The team provides an exceptionally personalized wealth management experience for founders and their private equity and venture capital backers. Our team offers highly bespoke family office-style coverage and service, alongside an Advice Beyond Investing model.

Your expertise

• Ideally 4-6 years of experience in financial client service, preferably working with Ultra High Net Worth clientele
• Bachelors or equivalent, focusing on finance, business administration, or other related areas
• Excellent communicator, with solid interpersonal skills
• Expert multi-tasking with strong organization of time sensitive priorities
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
  
  

About Us
UBS is the world’s 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.

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Salary Information
CA, CO, WA and NY based roles: The salary range for this role is $66,500 to $75,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.