Veteran-Ready Client Associate - Finance Training

UBS; Washington; On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is inviting transitioning service members to join its SkillBridge training program in a New York City–based support role as a Registered Client Associate. You will assist a Financial Advisor team, help open and service client accounts, and prepare documents for client meetings.

The role emphasizes client service in finance, with required SIE/Series licenses, strong communication, detail orientation, and MS Office proficiency.

Qualifications

• SIE, Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on finance
• 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
• 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

Skills

SIE license

Series 7 license

Series 66 license

Client service experience

Interpersonal skills

Attention to detail

MS Office

Education

Bachelor's degree

Finance focus

Job description

UBS is inviting transitioning service members to join its SkillBridge training program in a New York City–based support role as a Registered Client Associate. You will assist a Financial Advisor team, help open and service client accounts, and prepare documents for client meetings.

The role emphasizes client service in finance, with required SIE/Series licenses, strong communication, detail orientation, and MS Office proficiency.