Description

Job Reference #
324824BR

Business Divisions
Global Wealth Management

Your role
Are you a confident decision-maker and problem solver? Do you enjoy helping others and thrive in a fast-paced professional environment?

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, and assist in conversations to better understand their goals
• Oversee all aspects of client onboarding, account maintenance, client meetings and service requests
• Manage multiple priorities with precision and confidentiality
• Coordinate and collaborate with other team members to ensure seamless client service and operational efficiency

Title
Registered Client Associate

City
Henderson

Job Type
Full Time

Country / State
United States - Nevada

Function Category
Business management, administration and support

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. 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 with a Wealth Management team in the Henderson, NV office. We help high net worth and ultra-high net worth individuals and families meet their financial goals. As a Registered Client Associate, you'll play an important role in the client experience.

Your expertise
• Series 7 and 66 licenses
• Ideally 5+ years of experience in client service, administration, or operations within the finance sector
• Bachelor's degree, focusing on finance, business, or a related concentration
• Proficiency in Microsoft Office (Outlook, Word, Teams, Excel)
• Highly detail-oriented, with the ability to find solutions for clients and meet deadlines
• Strong written and verbal communication skills (and you know how to handle challenging situations)
• Ability to think strategically while executing tactically - balancing big-picture vision with daily operations

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.



Requisition #: 324824BR

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