Your role
Are you detail-oriented and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment supporting sophisticated and complex relationships?
We're looking for a Senior Registered Client Associate to:
• maintain client information and ongoing due diligence requirements with accuracy and attention to detail
• support Ultra High Net Worth (UHNW) individuals, families, trusts, and related entities by delivering a high-touch, white-glove client experience
• understand and stay up-to-date on UBS products, services, protocols, and procedures
• assist clients with all administrative and operational tasks including account opening/transfer, disbursements and deposits, statements and reports, online services, and banking services
• help coordinate and process requests involving complex account structures, estate planning arrangements, and multi-generational wealth relationships
• support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
• proactively anticipate client needs, resolve issues efficiently, and identify opportunities to create memorable client experiences and "wow" moments
• complete firm-initiated projects
• participate in team projects, dinners, trips, and meetings
Your team
You will be working with a DC-based Private Wealth Management team serving UHNW families. We are dedicated to helping families thrive by providing a truly exceptional experience. Our team culture centers around leadership, collaboration, accountability and continuous growth. You will be surrounded by high performers, challenged, given opportunities, and encouraged to grow.
Your expertise
• 5+ years of experience in a Client Associate role within Private Wealth Management
• Demonstrated experience supporting UHNW clients with complex wealth structures and service needs
• Experience working with Executive Teams to provide clients a holistic experience
• SIE, Series 7 and 66 licenses required
• bachelor's degree preferred
• Exceptional attention to detail and commitment to accuracy
• Strong organizational and problem-solving skills; capable of managing multiple priorities in a fast-paced environment
• Proven ability to exercise discretion and handle highly confidential client information
• Accountable, proactive, and comfortable contributing ideas and participating in team discussions
• Dedicated to delivering a white-glove client experience and building trusted relationships
• Growth mindset with a desire to learn, improve, and take on increasing responsibility
• Able to act with urgency while maintaining a high level of quality and professionalism.
