Registered Client Associate

UBS • Sarasota, FL

2d • Onsite

About The Position

The Registered Client Associate works as part of UBS Wealth Management Americas in the Sarasota, Florida office, supporting financial advisors who serve high-net-worth and ultra-high-net-worth individuals and families. The role focuses on client service and team support, including keeping client information current, educating clients about account services, preparing meeting materials, gathering account documentation, supporting marketing activities, and maintaining a detailed team calendar.

Requirements

• Series 7 and 66 licenses.
• Excellent communication and interpersonal skills.
• Detail oriented.
• Proficient in Microsoft Office Suite.

Nice To Haves

• Ideally 3+ years of experience in client service within the finance sector.
• Bachelor’s degree preferred, focusing on business or finance.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect documentation for opening new accounts and handling service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Benefits

• Flexible working options when possible.
• Opportunities to grow.
• A supportive team.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed