Registered Client Associate

City

Wayzata

Job Type

Full Time

Country / State

United States - Minnesota

Function Category

Business management, administration and support, Client advisory / Relationship management, 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

This position operates within a team based support model. While you will have defined primary advisor responsibilities, you will also receive backup support from experienced Client Associates, and you will provide backup coverage in return. This approach ensures continuity for clients and a manageable, supported workload for the team.

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.
– Strong organizational and time management skills

You are:
– Able to prioritize and shift focus when needed
– Comfortable working both independently and collaboratively
– Proficient in Microsoft Office Suite (Outlook, Word, Excel)

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

US Only: The expected salary range for this role is $65000 to $80000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.