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UBS · United States

# Registered Client Service Associate

United States Customer Support 

Listed on UBS’s official careers site. Listed as of October 13, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=346033)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Registered Client Service Associate

## Job description

A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc.), answer questions, and schedule meetings. Additionally, they will be responsible for all administrative-related tasks.

Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills, immense attention to detail, and will be able to assist clients with their everyday needs.

Client Service Associates support both clients and advisors in the following areas:
- 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

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 13, 2026
- Listed for: Under a day
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=346033)

## More jobs at UBS

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### [Client Service Representative Development Program - Jan 2027](https://jobs.opennash.com/companies/ubs/jobs/4822531b12dd5e203e21/)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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