Registered Client Associate (DOD SkillBridge Trainee)

SkillBridge Training Program (Financial Services)

Are you transitioning from the US Armed Services and seeking a training assignment in the Financial Services industry? UBS is seeking individuals to participate in our SkillBridge training program. Only transitioning service members approved for DOD SkillBridge will be considered.

Responsibilities

• Keep management systems up to date with client information
• Educate clients on account services and capabilities
• Help prepare reports and other materials for client meetings
• Collect the right documentation for opening new accounts and service requests
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Join UBS

At UBS, we know that our people—together with their diverse skills, experiences, and backgrounds—drive our ongoing success. We are dedicated to our craft, passionate about putting our people first, and committed to an inclusive culture that supports employees throughout their career journey. We also recognize that great work is never done alone, and collaboration is at the heart of everything we do.

We’re committed to disability inclusion. If you need reasonable accommodation or adjustments throughout our recruitment process, you can contact us.

Your Team

You’ll be working in New York City with a Financial Advisor team in a support staff capacity. As a Registered Client Associate, you’ll play an important role in servicing clients and supporting the business.

Your Expertise

• SIE, Series 7, and 66 licenses
• Ideally 2–3 years of experience in client service within the finance sector
• Bachelor’s degree preferred, focusing on finance
• Excellent communicator with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

Qualifications for SkillBridge

At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment, you will continue to be an active service member and shall not be an employee of UBS.

Equal Opportunity Employer

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.

About UBS

UBS is a leading global wealth manager and the leading universal bank in Switzerland. It provides diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

Want to find out more? Visit ubs.com/careers.