United States - Ohio

Business development, Business management, administration and support, Client advisory / Relationship management, Management and Business Support, Operations

Global Wealth Management

Key responsibilities

As a Senior Registered Client Associate, you will take ownership of administrative and operational support for Financial Advisors while serving as a key point of contact for clients. You will support complex ultra-high-net-worth relationships, anticipate service needs, maintain rigorous operational standards, and help create a seamless, high-touch client experience.
• Support Financial Advisors in the day-to-day servicing of client relationships.
• Support ultra-high-net-worth individuals, families, trusts, and related entities with sophisticated service requirements delivering a true white glove experience.
• Manage account openings, transfers, maintenance requests, disbursements, deposits, documentation, statements, reports, online services, and banking-service requests.
• Help process requests involving complex account structures, estate-planning arrangements, and multigenerational wealth relationships.
• Proactively manage client inquiries, anticipate needs, and ensure timely follow-up and resolution.
• Participate in team events, dinners and meetings.
• Stay current on applicable products, services, protocols, and procedures.
• Complete firm-initiated projects and contribute to broader team initiatives, meetings, and events.
• Help improve the team’s overall efficiency, accountability, and growth.
• Ensure adherence to regulatory requirements, firm policies, and operational procedures.

Job Reference #

345167BR

City

Cleveland

Job Type

Full Time

The team

The Cleveland Wealth Management Team at UBS is a collaborative group of experienced professionals dedicated to delivering sophisticated wealth management solutions for high-net-worth individuals, families, business owners, and institutions. Combining deep local relationships with the global resources of UBS, our team provides comprehensive advice across investment management, financial planning, lending, estate planning strategies, and legacy planning. We are committed to a culture of excellence, teamwork, and client-first service.

Your skills and experience

• Bachelor’s degree preferred.
• Active SIE, FINRA Series 7, and Series 66 licenses.
• Ideally five or more years of experience in wealth management, brokerage, financial services, or a Client Associate role.
• Experience supporting ultra-high-net-worth clients with complex wealth structures and service needs.
• Strong understanding of investment accounts, account maintenance, transfers, and operational processes.
• Excellent communication, organization, problem-solving, and relationship-management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Exceptional attention to detail and commitment to accuracy.
• Sound judgment, discretion, and the ability to handle highly confidential client information.
• A proactive and accountable approach, with the confidence to contribute ideas and participate in team discussions.
• Ability to act with urgency while maintaining quality and professionalism.
• A growth mindset and willingness to assume increasing responsibility.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - Ohio - Cleveland min USD 85000 - max USD 120000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.