Demo

Registered Client Services Associate

UBS
UBS Salary
South Burlington, VT Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 4/14/2025

Your role

Are you truly service oriented? Do you know how to take care of people?

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
  • help with the preparation of reports and other materials for client meetings
  • collect the right documentation for opening new accounts and service requests
  • plan team marketing events and maintain marketing materials
  • provide the team with a detailed calendar of activities

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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 expertise

  • series 7 and 66 licenses (for registered CSAs only)
  • ideally 2 years of experience in client service, within the finance sector
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite
  • 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.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Registered Client Services Associate?

    Sign up to receive alerts about other jobs on the Registered Client Services Associate career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $136,551 - $185,658
    Income Estimation: 
    $175,272 - $244,410
    Income Estimation: 
    $58,647 - $76,811
    Income Estimation: 
    $71,493 - $95,519
    Income Estimation: 
    $51,050 - $68,081
    Income Estimation: 
    $59,001 - $77,833

    Sign up to receive alerts about other jobs with skills like those required for the Registered Client Services Associate.

    Click the checkbox next to the jobs that you are interested in.

    • Asset Management Skill

      • Income Estimation: $70,507 - $90,630
      • Income Estimation: $72,984 - $112,339
    • Business Process Management Skill

      • Income Estimation: $70,507 - $90,630
      • Income Estimation: $70,785 - $88,802
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at UBS

    UBS
    Hired Organization Address Atlanta, GA Full Time
    Job Reference # 316669BR Job Type Full Time Your role Are you skilled at developing wealth management strategies? Does f...
    UBS
    Hired Organization Address New York, NY Full Time
    Job Reference # 305913BR Job Type Full Time Your role Do you love an intellectual challenge? Are you dedicated to qualit...
    UBS
    Hired Organization Address Allen, TX Intern
    Job Reference # 316774BR Job Type Part Time Your role Are you a motivated self-starter? Can you take an assignment and r...
    UBS
    Hired Organization Address El Segundo, CA Full Time
    Job Reference # 307979BR Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of pe...

    Not the job you're looking for? Here are some other Registered Client Services Associate jobs in the South Burlington, VT area that may be a better fit.

    Senior Registered Client Associate

    D13 Wells Fargo Clearing Services, LLC, Burlington, VT

    Remote - Client Services Associate

    AO Garcia Agency, Junction, VT

    AI Assistant is available now!

    Feel free to start your new journey!