Private Wealth Client Associate

UBS; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare reports, collect documents for new accounts, plan team events, and keep the calendar up to date.

Requirements include Series 7 and 66 licenses, 3–5 years in finance client service, a Finance‑focused Bachelor’s, excellent

Qualifications

• Series 7 and 66 licenses required.
• 3–5 years of client service experience in finance.
• Bachelor degree preferred, focusing on Finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented – nothing gets past you.
• Proficient in Microsoft Office Suite.
• Spanish speaking and trading experience preferred.

Responsibilities

• 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

Skills

Excellent communicator

Detail oriented

Trading experience

Spanish language

Series 7 and 66 licenses

Education

Bachelor's degree preferred in Finance

Tools

Microsoft Office Suite

Job description

UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare reports, collect documents for new accounts, plan team events, and keep the calendar up to date.

Requirements include Series 7 and 66 licenses, 3–5 years in finance client service, a Finance‑focused Bachelor’s, excellent