Client Associate, Registered jobs in United States
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UBS · 1 day ago

Client Associate, Registered

positionMinnesota, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$58K/yr - $75K/yr
date5+ years exp

UBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Client Associate to provide exceptional client service, onboard and maintain client accounts, and support daily business practices within the wealth management team.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
Onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
Perform administrative duties that support daily business practices

Qualification

Series 7 licenseSeries 66 licenseBachelor's degreeClient service experienceProactiveCommunication skillsInterpersonal skills

Required

bachelor's degree or equivalent, focusing on finance, communication, or business
series 7 and 66 licenses or willingness to obtain after hire
Ideally 5 years of experience in client service, within the finance sector
independent, motivated, proactive, and focused to take action
Passionate About The Client Experience
excellent communicator, with solid interpersonal skills

Company

UBS

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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

H1B Sponsorship

UBS has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)

Funding

Current Stage
Public Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

bloomberglaw.com
UBS Compromise Plan Gets Backing of Largest Swiss Party (2)
2026-01-08
TradingView
UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News
2026-01-05
Bank Think
Tech executive departs UBS to become CEO of N26
2026-01-03
Company data provided by crunchbase