Registered Client Associate

Talentify; Town of Chesterfield (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

UBS in Chesterfield, MO is seeking a full-time Client Services Associate to support Wealth Management Americas. You will keep client records current, educate clients on account services and capabilities, and assist in preparing materials for client meetings.

The role requires a bachelor’s degree and securities licenses (Series 7 and 66) or willingness to obtain after hire, with a focus on finance and strong communication.

Qualifications

• 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.
• An excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

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 communication

Interpersonal skills

Detail oriented

Education

Bachelor’s degree or equivalent in finance/communication/business

Tools

Microsoft Office

Job description

Open — UBS has a posting for this job. Posted 26 Aug 2026.

About this job

Job Reference #

342807BR

City

Chesterfield

Job Type

Full Time

Key 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

The team

You’ll be working as part of Wealth Management Americas in our Chesterfield, MO office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specially designed for them.

Your skills and experience

• 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
• an excellent communicator, with solid interpersonal skills.
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.

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.

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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.