Senior Registered Client Service Associate, Wealth Advice Center

Job Reference #

319583

Charlotte, Weehawken

Full Time

Are you a confident decision maker and problem solver? Do you have experience working in an office of financial professionals? Do you enjoy helping people? We’re looking for someone like you who can:

• be a Senior Registered Client Service Associate on the Service Team of the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client’s segments  office consists of 60+ Client Service Associates (CSAs) and 250+ Financial Advisors (FAs) who serve ~200,000 clients with aggregate assets of nearly ~$18bn
• be a subject matter expert in one or more service-like aspects of our business to ensure things run smoothly, including handling escalated matters along with directing all efforts against the task(s) that you are responsible for
• work in a fast paced, team based, client oriented environment
• deliver a consistently positive experience to our clients and financial advisors
• be the “go to” person for the team

Detailed salary information:

• Weehawken: the salary range for this role is $75000 to $98000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

You’ll be working as part of the Wealth Advice Center team as a Senior Registered Client Service Associate (CSA) where you will interact with our clients and handle time sensitive service requests. You will play a critical and senior role within your team of Client Service Associates who are tasked with providing excellent service to both our Clients and our Financial Advisors at the direction of the Service Managers.

• ideally, 5+ years of prior financial services experience
• specialized knowledge in one or more service task
• SIE, Series 7, 66 licensed required
• undergraduate degree is required
• strong track record of success in previous positions and known for getting things done and inspiring others to follow you
• able to manage your time well and handle a large workload in a fast-paced environment
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• excellent problem solver and collaborate well with other people and teams while demonstrating self-confidence and the ability to maintain composure in challenging environments
• excellent listener with outstanding communication skills, both verbal and written
• able to adapt and work well under pressure and able to manage projects independently while assuming a high level of responsibility
• able to lead and positively influence others in a challenging environment

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

US Only:
The expected salary range for this role is $75000 to $98000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.

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.

UBS Business Solutions SA

UBS Recruiting

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.