Senior Client Associate, Wealth Management

UBS; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials.

You will gather documentation for new accounts, coordinate team events, and maintain a detailed activity calendar; this role requires licenses 7 and 66, strong communication, and a finance-focused bachelor degree if available.

Qualifications

• Licenses Series 7 and 66.
• 3–5 years of client service experience in finance.
• Bachelor degree preferred, with Finance focus.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; accuracy is critical.
• Proficient in Microsoft Office.
• Spanish, Portuguese or Mandarin a plus.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help 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

Excellent communicator

Interpersonal skills

Detail oriented

3-5 years client service experience

Spanish/Portuguese/Mandarin language a

Education

Bachelor degree in Finance (preferred)

Tools

Microsoft Office Suite

Job description

UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials.

You will gather documentation for new accounts, coordinate team events, and maintain a detailed activity calendar; this role requires licenses 7 and 66, strong communication, and a finance-focused bachelor degree if available.