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Registered Client Associate

United States - Maine, Business management, administration and support, Global Wealth ManagementPosted Oct 7, 2026

Job description

Are you truly service oriented? 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 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

Description copied from UBS's careers page. Read the full posting before you apply.

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