Registered Client Associate

Talentify; Wayzata (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Wayzata, MN is seeking a client service professional to join Kenefick Bolstad Kottke Wealth Management.

You will educate clients on account services, prepare reports, and collect documentation for new accounts and service requests.

Qualifications

• Bachelor's degree or equivalent in 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.
• Prepare 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

Interpersonal skills

Detail oriented

Microsoft Office

Education

Bachelor's degree (finance/communication/business)

Tools

Microsoft Office Suite

Job description

Open — UBS has a posting for this job. Posted 23 Aug 2026.

About this job

Job Reference #

342013BR

City

Wayzata

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 Kenefick Bolstad Kottke Wealth Management in our Wayzata, Minnesota office. We concentrate on developing long-term relationships through a commitment to quality client service.

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - Minnesota - Wayzata min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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 bring 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.