UBS
538 open roles
Registered Client Associate
United States - California, Business management, administration and support, Global Wealth ManagementPosted Sep 17, 2026
Job description
Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps? We’re looking for a Registered Client Associate:
- 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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