UBS
Client Associate, Registered
Join to apply for the
Client Associate, Registered
role at
UBS .
We’re looking for a Client Service Associate to:
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
Job Type Full Time
Job Reference # 332849BR
City Orlando
Your Team You’ll be working as part of UBS Wealth Management Americas in the Winter Park, FL office. We help high net worth and ultra‑high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in client service and team support.
Your Expertise
Series 7 and 66 licenses
Ideally 1‑3 years of experience in client service within the finance sector
Bachelor degree preferred
Excellent communicator, with solid interpersonal skills
Detail oriented
Proficient in Microsoft Office Suite
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.
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’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.
Seniority level Not Applicable
Employment type Full-time
Job function Other
Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at UBS by 2x
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Greater Orlando .
Centralized Registered Client Service Associate Registered Client Service Associate- Winter Park, FL Registered Wealth Management Client Associate Brokerage Registered Client Service Associate - Winter Park, FL We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Client Associate, Registered
role at
UBS .
We’re looking for a Client Service Associate to:
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
Job Type Full Time
Job Reference # 332849BR
City Orlando
Your Team You’ll be working as part of UBS Wealth Management Americas in the Winter Park, FL office. We help high net worth and ultra‑high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in client service and team support.
Your Expertise
Series 7 and 66 licenses
Ideally 1‑3 years of experience in client service within the finance sector
Bachelor degree preferred
Excellent communicator, with solid interpersonal skills
Detail oriented
Proficient in Microsoft Office Suite
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.
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’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.
Seniority level Not Applicable
Employment type Full-time
Job function Other
Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at UBS by 2x
Get notified about new Registered Client Associate jobs in
Greater Orlando .
Centralized Registered Client Service Associate Registered Client Service Associate- Winter Park, FL Registered Wealth Management Client Associate Brokerage Registered Client Service Associate - Winter Park, FL We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr