Registered Client Associate — Financial Services Support

UBS; San Diego (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking individuals transitioning from US Armed Services to participate in our SkillBridge training program as Registered Client Associate in New York City, supporting a Financial Advisor team and servicing clients.

You will work in a dynamic environment, learn UBS processes, and contribute to client meetings and account services while developing core finance and advisory skills.

Qualifications

• SIE, Series 7 and 66 licenses.
• 2–3 years of client service experience in finance.
• Bachelor degree preferred, focusing on finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; precision matters in client handling.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Prepare reports and materials for client meetings.
• Collect 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

SIE license

Series 7 license

Series 66 license

Client service experience

Communication skills

Detail oriented

Education

Bachelor degree preferred (finance)

Tools

Microsoft Office Suite

Job description

UBS is seeking individuals transitioning from US Armed Services to participate in our SkillBridge training program as Registered Client Associate in New York City, supporting a Financial Advisor team and servicing clients.

You will work in a dynamic environment, learn UBS processes, and contribute to client meetings and account services while developing core finance and advisory skills.