Registered Client Associate Jobs in Greenville, SC at UBS

Registered Client Associate

United States – South Carolina

Business management, administration and support

Global Wealth Management

Job Reference #




Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people? We’re looking for Client Associate to:

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

Your team

You’ll be working with the Alpha team in Greenville, SC. We provide training that will benefit our customers. As a Client Associate, you’ll play an important role in our team.

Your expertise

series 7 and 66 licenses (for registered CSAs only)

ideally 5 years of experience in client service, within the finance sector

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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Title: Registered Client Associate

Company: UBS

Location: Greenville, SC



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