Senior Registered Client Associate

UBS; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Job summary

UBS in Washington, DC is seeking a Senior Registered Client Associate to support a Private Wealth Management team serving UHNW families. The role emphasizes accuracy in client information, due diligence, and a high-touch, white-glove service mindset.

You will work with a DC-based team on complex wealth structures, account openings/transfers, and coordinating meetings while maintaining confidentiality and professionalism in a fast-paced environment.

Qualifications

• 5+ years in a Client Associate role within Private Wealth Management or equivalent.
• Experience supporting UHNW clients with complex wealth structures and service needs.
• Experience collaborating with Executive Teams to deliver a holistic client experience.

Responsibilities

• Maintain client information and ongoing due diligence with accuracy.
• Deliver a high-touch, white-glove client experience to UHNW individuals, families, trusts, and related entities.

Skills

Client Associate experience

UHNW client support

Executive teams collaboration

Licenses: SIE, Series 7, Series 66

Attention to detail

Discretion with confidential info

Team collaboration

Education

Bachelor's degree preferred

Job description

Your role

Are you detail-oriented and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment supporting sophisticated and complex relationships?

We’re looking for a Senior Registered Client Associate to:

• maintain client information and ongoing due diligence requirements with accuracy and attention to detail
• support Ultra High Net Worth (UHNW) individuals, families, trusts, and related entities by delivering a high-touch, white-glove client experience
• understand and stay up-to-date on UBS products, services, protocols, and procedures
• assist clients with all administrative and operational tasks including account opening/transfer, disbursements and deposits, statements and reports, online services, and banking services
• help coordinate and process requests involving complex account structures, estate planning arrangements, and multi-generational wealth relationships
• support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
• proactively anticipate client needs, resolve issues efficiently, and identify opportunities to create memorable client experiences and “wow” moments
• complete firm-initiated projects
• participate in team projects, dinners, trips, and meetings

Job Type

Full Time

Job Reference #

341849BR

City

Washington

Your team

You will be working with a DC-based Private Wealth Management team serving UHNW families. We are dedicated to helping families thrive by providing a truly exceptional experience. Our team culture centers around leadership, collaboration, accountability and continuous growth. You will be surrounded by high performers, challenged, given opportunities, and encouraged to grow.

Your expertise

• ideally 5+ years of experience in a Client Associate role within Private Wealth Management
• Demonstrated experience supporting UHNW clients with complex wealth structures and service needs
• Experience working with Executive Teams to provide clients a holistic experience
• SIE, Series 7 and 66 licenses required
• bachelor's degree preferred
• Exceptional attention to detail and commitment to accuracy
• Strong organizational and problem-solving skills; capable of managing multiple priorities in a fast-paced environment
• Proven ability to exercise discretion and handle highly confidential client information
• Accountable, proactive, and comfortable contributing ideas and participating in team discussions
• Dedicated to delivering a white-glove client experience and building trusted relationships
• Growth mindset with a desire to learn, improve, and take on increasing responsibility
• Able to act with urgency while maintaining a high level of quality and professionalism.

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 - District of Columbia - Washington, D.C. min USD 85000 - max USD 120000 /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.

Join us

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.

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.