Track and maintain client management systems with up-to-date information and tasks
• Execute complex, high-level transactions for top tiered clients
• Prepare reports and other materials for client meetings
• Educate clients on account services and capabilities
• New client onboarding, including account opening and documentation collection
• Internal process management and delegation

Job Reference #

323972BR

City

Fort Worth

Job Type

Full Time

Your team

You’ll be working with a Wealth Management team in the Fort Worth office. As a Registered Client Associate you will play an important role in working with a professional and highly respected team.

Your expertise

• Series 7 and 66 licenses required
• Ideally 3 years experience in client service within the finance sector
• Bachelor degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

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.