SkillBridge Registered Client Associate – Finance

UBS; Miami (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in New York City is seeking a Registered Client Associate for its SkillBridge program, supporting a Financial Advisor team in a busy, client-facing capacity. This role targets transitioning US Armed Services members approved for DOD SkillBridge.

You’ll contribute to client service, account support, and meeting preparation while developing licensed financial skills. The position emphasizes compliance, teamwork, and ongoing training within the UBS global wealth-management framework.

Qualifications

• SIE, Series 7 and 66 licenses are required.
• Experience in client service within the finance sector is preferred.
• Bachelor degree in finance or related field is preferred.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you; proficient with MS Office.

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

SIE license

Series 7 license

Series 66 license

Client service experience

Finance background

Interpersonal communication

Detail-oriented

Education

Bachelor's degree in finance

Tools

Microsoft Office Suite

Job description

UBS in New York City is seeking a Registered Client Associate for its SkillBridge program, supporting a Financial Advisor team in a busy, client-facing capacity. This role targets transitioning US Armed Services members approved for DOD SkillBridge.

You’ll contribute to client service, account support, and meeting preparation while developing licensed financial skills. The position emphasizes compliance, teamwork, and ongoing training within the UBS global wealth-management framework.