Client Associate

UBS • Washington, DC

158d • $70,000 - $80,000

About The Position

Are you detail-oriented and enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Registered Client Associate to keep management systems up-to-date with client information and ongoing due diligence requirements, understand and stay up-to-date on UBS products, services, protocols, and procedures, assist clients with all administrative and operational tasks including account opening/transfer, disbursements and deposits, statements and reports, online services, and banking services, support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results, assist with client gifting and creating client 'wow' moments, complete firm-initiated projects, and participate in team projects, dinners, trips, and meetings.

Requirements

• At least 5 years of experience in a Client Associate role in the finance sector
• SIE, Series 7 and 66 licenses
• Bachelor's degree
• Attention to detail / value accuracy
• Grit and consistent dedication
• Comfortable with complex problem-solving
• Growth mindset; set goals and do what it takes to achieve them
• Accountable to results
• Dedicated to providing exceptional client service
• Comfortable sharing opinions and participating in team discussions
• Act with urgency; adapt to the pace of the team and stay efficient

Responsibilities

• Keep management systems up-to-date with client information and ongoing due diligence requirements
• Understand and stay up-to-date on UBS products, services, protocols, and procedures
• Assist clients with all administrative and operational tasks including account opening/transfer, disbursements and deposits, statements and reports, online services, and banking services
• Support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
• Assist with client gifting and creating client 'wow' moments
• Complete firm-initiated projects
• Participate in team projects, dinners, trips, and meetings

Benefits

• Discretionary incentive compensation
• Flexible working options

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree