Senior Registered Client Associate

Job description

Are you detail-oriented and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment supporting sophisticated and complex relationships?

We’re looking for a Senior Registered Client Associate to:

• maintain client information and ongoing due diligence requirements with accuracy and attention to detail
• support Ultra High Net Worth (UHNW) individuals, families, trusts, and related entities by delivering a high-touch, white-glove client experience
• 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
• help coordinate and process requests involving complex account structures, estate planning arrangements, and multi-generational wealth relationships
• support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
• proactively anticipate client needs, resolve issues efficiently, and identify opportunities to create memorable client experiences and “wow” moments
• complete firm-initiated projects
• participate in team projects, dinners, trips, and meetings