Key responsibilities We're looking for a Registered Client Associate to: • Serve as the first ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

60 Ubs Registered Client Associate Jobs Hiring Near You
Key responsibilities We're looking for a Registered Client Associate to: • Serve as the first ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
We're looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals provide support for ...
We're looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals provide support for ...
This role sits at the intersection of client service, marketing/brand execution, and partner ... Visit ubs.com/careers.
This role sits at the intersection of client service, marketing/brand execution, and partner ... Visit ubs.com/careers.
Registered Client Associate
Atlanta, GA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Atlanta, GA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of ...
We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of ...
Registered Client Associate
New York, NY · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Miami, FL · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Miami, FL · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Miami, FL · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Miami, FL · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Pasadena, CA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Pasadena, CA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Phoenix, AZ · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Phoenix, AZ · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
San Diego, CA · On-site
Can you anticipate next steps? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Registered Client Associate
San Diego, CA · On-site
Can you anticipate next steps? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role in client service and team support. Your ...
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role in client service and team support. Your ...
Registered Client Associate
Sarasota, FL · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Sarasota, FL · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Palo Alto, CA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and ...
Registered Client Associate
Palo Alto, CA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and ...
Registered Client Associate
Atlanta, GA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Atlanta, GA · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and ...
UBS Jobs Information
Do workers at UBS get paid breaks?
43% of people say they don’t get paid breaks.
Based on data from 23 people who took the Breakroom Quiz between December 2024 and March 2026.
Does UBS pay people when they’re sick?
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 42 people who took the Breakroom Quiz between December 2024 and April 2026.
At UBS, are sick days and vacation days separate paid time off?
95% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between May 2025 and April 2026.
Is the health insurance from UBS affordable enough for their workers?
100% of people say the health insurance costs are okay
Based on data from 24 people who took the Breakroom Quiz between March 2025 and April 2026.
Do people get paid time off at UBS?
88% of people say they get paid time off.
Based on data from 24 people who took the Breakroom Quiz between May 2025 and April 2026.
Do workers at UBS worry about hours?
100% of people report they don’t worry about getting enough hours.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and February 2026.
Do UBS workers get to choose the shifts they work?
50% report that they don’t have enough control over which shifts they work.
Based on data from 10 people who took the Breakroom Quiz between December 2024 and September 2025.
How easy is it for UBS workers to change shifts?
88% of people report that it’s easy to change shifts if they need to.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
How easy is it to get time off at UBS?
90% of people report it’s easy to get time off.
Based on data from 40 people who took the Breakroom Quiz between December 2024 and April 2026.
Do UBS managers change schedules at the last minute?
94% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and February 2026.
Do jobs at UBS spill into time workers aren’t paid for?
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and February 2026.
How easy is it to take sick days at UBS?
90% of people report that it’s easy to take time off if they are sick.
Based on data from 42 people who took the Breakroom Quiz between December 2024 and April 2026.
Is working at UBS good if you’re a parent or caregiver?
90% of people who care for a child or other relative report this is a good place to work.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and March 2026.
Do people at UBS feel treated with respect by their managers?
92% of people say they’re treated with respect by their managers.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people at UBS get to take their breaks without interruption?
83% of people report that they get to take their breaks without interruption.
Based on data from 30 people who took the Breakroom Quiz between January 2025 and March 2026.
Is it stressful to work at UBS?
70% of people say they often feel stressed at work.
Based on data from 40 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people at UBS enjoy their jobs?
82% of people report they enjoy their job.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people at UBS recommend working with their team?
44% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 41 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people get enough training when they start at UBS?
46% of people report they didn’t get enough training when they started working here.
Based on data from 41 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people get support to advance at UBS?
In the last year, 35% of people report not being given support to advance their career here.
Based on data from 37 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people think UBS’s headquarters understands what’s happening where they work?
79% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and April 2026.
Do workers feel well informed about how UBS is doing?
72% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 36 people who took the Breakroom Quiz between January 2025 and April 2026.
What other companies are hiring for Registered Client Associate jobs?
What are the most popular jobs at Ubs?
What are the most popular categories at Ubs?

UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 rated banks
Job description
We're looking for a Registered Client Associate to:
• Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
• Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
• Assist in preparing reports, presentations, and other materials for client meetings
• Process client requests and approvals, including account transactions, disbursements, and investment-related changes
• Open new accounts, gather and verify client information, and prepare and process required documentation
• Research and resolve complex or unique client inquiries in a timely and professional manner
• Prepare, track, and submit expense reports
• Maintain up-to-date knowledge of firm policies, procedures, and technology platforms
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.
The team
You'll be working alongside the Family & Foundations Wealth Management Group. They are a collaborative, team-based practice focused on delivering personalized financial guidance. Clients rely on this dedicated group to prioritize generational planning, consistent service, clear communication, and tailored solutions designed to grow, protect, and optimize wealth across all stages of life. The team has been frequently recognized by Forbes as one of the top wealth management teams in the state.
Your skills and experience
• Bachelor's degree required; preferred fields include communications, business, or finance
• Active Series 7 and Series 66 licenses required
• Ideally 3+ years of client service experience, preferably within the financial services industry
• Strong interpersonal communication skills with a client-first mindset
• Attention to detail and organizational abilities
• Ability to prioritize multiple tasks at once and adapt in a dynamic, fast-paced environment.
• already obtained Series 7 and Series 66 licenses
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.
About BANK-now
BANK-now is a subsidiary of UBS and one of Switzerland's leading credit and leasing specialists. We have been providing consumer loans for individuals and leasing solutions for individuals and companies since 2007. We are headquartered in the state-of-the-art Panorama building in Horgen with branches across Switzerland and more than 300 employees dedicated to serving our customers. Learn more about us: bank-now.ch/jobs-and-careers
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH