UBS · 4 hours ago
Senior Registered Client Service Associate, UBS Wealth Advice Center
New Jersey, United States
Full-time
Onsite
Mid, Senior Level
$75K/yr - $98K/yr
5+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Senior Registered Client Service Associate to join their Wealth Advice Center team, where the primary responsibility is to provide excellent service to clients and financial advisors while handling time-sensitive service requests.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Be a Senior Registered Client Service Associate on the Service Team of the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client’s segments at UBS
Be a subject matter expert in one or more service-like aspects of our business to ensure things run smoothly, including handling escalated matters along with directing all efforts against the task(s) that you are responsible for
Work in a fast paced, team based, client oriented environment
Deliver a consistently positive experience to our clients and financial advisors
Be the 'go to' person for the team
Interact with our clients and handle time sensitive service requests
Play a critical and senior role within your team of Client Service Associates who are tasked with providing excellent service to both our Clients and our Financial Advisors at the direction of the Service Managers
Qualification
Required
ideally, 5+ years of prior financial services experience
specialized knowledge in one or more service task
SIE, Series 7, 66 licensed required
undergraduate degree is required
strong track record of success in previous positions and known for getting things done and inspiring others to follow you
able to manage your time well and handle a large workload in a fast-paced environment
highly detail oriented and prioritize work to ensure everything is completed in a timely manner
excellent problem solver and collaborate well with other people and teams while demonstrating self-confidence and the ability to maintain composure in challenging environments
excellent listener with outstanding communication skills, both verbal and written
able to adapt and work well under pressure and able to manage projects independently while assuming a high level of responsibility
able to lead and positively influence others in a challenging environment
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
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
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Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
Private Equity Wire
2026-01-16
Private Banker International
2026-01-16
2026-01-16
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