Registered Client Associate

UBS • Henderson, NV

47d

About The Position

Are you a confident decision-maker and problem solver? Do you enjoy helping others and thrive in a fast-paced professional environment? We're looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and capabilities, and assist in conversations to better understand their goals Oversee all aspects of client onboarding, account maintenance, client meetings and service requests Manage multiple priorities with precision and confidentiality Coordinate and collaborate with other team members to ensure seamless client service and operational efficiency 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. 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. 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.

Requirements

• Series 7 and 66 licenses
• Ideally 5+ years of experience in client service, administration, or operations within the finance sector
• Bachelor's degree, focusing on finance, business, or a related concentration
• Proficiency in Microsoft Office (Outlook, Word, Teams, Excel)
• Highly detail-oriented, with the ability to find solutions for clients and meet deadlines
• Strong written and verbal communication skills (and you know how to handle challenging situations)
• Ability to think strategically while executing tactically - balancing big-picture vision with daily operations

Responsibilities

• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities, and assist in conversations to better understand their goals
• Oversee all aspects of client onboarding, account maintenance, client meetings and service requests
• Manage multiple priorities with precision and confidentiality
• Coordinate and collaborate with other team members to ensure seamless client service and operational efficiency

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees