Client Associate, Registered

City

Bloomington

Job Type

Full Time

Country / State

United States - Minnesota

Function Category

Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

You’ll be working as part of Vaudreuil Wealth Management in our Bloomington, MN office. Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. We approach every client as an individual, but for every client our end goal is the same: financial confidence.
As a Client Associate, you’ll play an important role providing excellent service to our clients and Financial Advisors.

Your expertise

You have:
– 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.

You are:
– independent, motivated, proactive, and focused to take action
– passionate about the client experience
– excellent communicator, with solid interpersonal skills

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.

Salary information

US Only: The expected salary range for this role is $58000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.