Client Associate (DOD SkillBridge Trainee)
UBS
Miami, FL2–3 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- 2–3 years of experience · Bachelor's degree
- Must know
- MarketingMicrosoft OfficeCustomer service
- Work
- On-site in Miami
- Pay
- Not stated by the employer.
- Skill demand
- Customer service72%Microsoft Office47%Marketing21%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
UBS is seeking transitioning US Armed Services members for a DOD SkillBridge training assignment in the Financial Services Industry.
Only transitioning service members approved for DOD SkillBridge will be considered.
You will be working in a support staff capacity with a Financial Advisor team. As a Registered Client Associate, you will play an important role in servicing clients and supporting the business.
Key Responsibilities
- 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
- Plan team marketing events and maintain marketing materials
- Provide the team with a detailed calendar of activities
Requirements & Tech Stack
- SIE, Series 7 and 66 licenses
- Microsoft Office Suite proficiency
Qualifications
- Ideally 2-3 years of experience in client service, within the finance sector
- Bachelor degree preferred, focusing on finance
- Excellent communicator, with solid interpersonal skills
- Detail oriented
During your SkillBridge assignment, you will continue to be an active service member and shall not be an employee of UBS.