United States - District of Columbia

Finance

Global Wealth Management

Your role

Are you detail-oriented and enjoy going above and beyond to ensure tasks are met and exceeded?

We’re looking for a Registered Client Associate to:

•keep management systems up-to-date with client information and ongoing due diligence requirements
•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
•support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
•assist with client gifting and creating client “wow” moments
•complete firm-initiated projects
•participate in team projects, dinners, trips, and meetings

Detailed salary information:
• Washington: the salary range for this role is $70000 to $80000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

324089BR

City

Washington

Job Type

Full Time

Your team

You will be working with a DC-based Private Wealth Management team that is dedicated to helping families thrive by providing a truly exceptional experience. Our team culture centers around leadership and support, high performance, and fun. 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 in the finance sector
•SIE, Series 7 and 66 licenses
•bachelor's degree
•Attention to detail / value accuracy
•You have grit, show consistent dedication, and are comfortable with complex problem-solving
•Growth mindset; you set goals and do what it takes to achieve them
•Accountable to your results
•Dedicated to providing exceptional client service
•Comfortable sharing your opinion and participating in team discussions
•Act with urgency; adapt to the pace of the team and stay efficient

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $70000 to $80000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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. 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.