{"schemaVersion":"jobsearcher.job.v1","id":"16ca0ffeeff6f0c566977ff2","url":"https://jobsearcher.com/jobs/16ca0ffeeff6f0c566977ff2","canonicalUrl":"https://jobsearcher.com/jobs/16ca0ffeeff6f0c566977ff2","title":"Client Associate, Registered","description":"United States - Minnesota\nBusiness development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations\nGlobal Wealth Management\nJob Reference #\n330434BR\nCity\nSt Cloud\nJob Type\nFull Time\nYour role\nYour role :\n\nAre you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?\n\nWe’re looking for a registered Client Associate to:\n\neducate clients on account services and capabilities\nkeep management systems up-to-date with client information\nhelp with the preparation of reports and other materials for client meetings\ncollect the right documentation for opening new accounts and service requests\n\nDetailed salary information:\n\nSt Cloud: the salary range for this role is $55000 to $60000\nThe 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 ubs.com/usbenefits.\nYour team\nYou’ll be working as part of Rivier Advisors in our St. Cloud, MN office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a registered Client Associate, you’ll play an important role providing excellent service to our clients and Financial Advisors.\nYour expertise\n– bachelor's degree or equivalent, focusing on finance, communication, or business\n– series 7 and 66 licenses or willingness to obtain after hire\n– Ideally 5 years of experience in client service, within the finance sector.\n\nYou are:\n– an excellent communicator, with solid interpersonal skills\n– committed to providing top-notch client service\n– proficient in Microsoft Office Suite\nAbout us\nUBS 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.\n\nWe have a presence in all major financial centers in more than 50 countries.\nHow we hire\nWe may request you to complete one or more assessments during the application process. Learn more\nSalary information\nUS Only: The expected salary range for this role is $55000 to $60000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.\nJoin us\nAt 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.\n\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS 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.","company":"Ub","rawCompany":"ub","city":"St Cloud","state":"MN","isRemote":false,"isActive":false,"createdAt":"2026-04-14T10:26:21.095Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate, Registered","description":"United States - Minnesota\nBusiness development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations\nGlobal Wealth Management\nJob Reference #\n330434BR\nCity\nSt Cloud\nJob Type\nFull Time\nYour role\nYour role :\n\nAre you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?\n\nWe’re looking for a registered Client Associate to:\n\neducate clients on account services and capabilities\nkeep management systems up-to-date with client information\nhelp with the preparation of reports and other materials for client meetings\ncollect the right documentation for opening new accounts and service requests\n\nDetailed salary information:\n\nSt Cloud: the salary range for this role is $55000 to $60000\nThe 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 ubs.com/usbenefits.\nYour team\nYou’ll be working as part of Rivier Advisors in our St. Cloud, MN office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a registered Client Associate, you’ll play an important role providing excellent service to our clients and Financial Advisors.\nYour expertise\n– bachelor's degree or equivalent, focusing on finance, communication, or business\n– series 7 and 66 licenses or willingness to obtain after hire\n– Ideally 5 years of experience in client service, within the finance sector.\n\nYou are:\n– an excellent communicator, with solid interpersonal skills\n– committed to providing top-notch client service\n– proficient in Microsoft Office Suite\nAbout us\nUBS 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.\n\nWe have a presence in all major financial centers in more than 50 countries.\nHow we hire\nWe may request you to complete one or more assessments during the application process. Learn more\nSalary information\nUS Only: The expected salary range for this role is $55000 to $60000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.\nJoin us\nAt 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.\n\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS 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.","datePosted":"2026-04-14T10:26:21.095Z","dateModified":"2026-04-14T10:26:21.095Z","hiringOrganization":{"@type":"Organization","name":"Ub","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"St Cloud","addressRegion":"MN","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"16ca0ffeeff6f0c566977ff2"},"url":"https://jobsearcher.com/jobs/16ca0ffeeff6f0c566977ff2"}}