Logan Lopez
Spring
Summary
Registered Client Associate with strong experience supporting advisors and delivering white glove service to clients. Highly detail oriented, with a foundation in financial analysis, client service, and operational support. Seeking opportunities to contribute to client-service excellence, administrative efficiency, and advisor support within wealth management.
Overview
4
4
years of professional experience
Work History
Registered Client Associate
UBS Financial Services Inc.
02.2025 - Current
- Support advisors by preparing client materials, managing documentation, and coordinating workflows to ensure a seamless client experience for clients.
- Assist with onboarding institutional and private wealth clients, managing follow-ups, handling reporting requests, and maintaining accurate records.
- Partner with senior advisors and internal UBS teams to deliver consistent, high-quality service.
- Demonstrate strong organization, attention to detail, and adaptability.
Accounting Intern
The Club at Carlton Woods
06.2024 - 11.2024
- Maintained financial records in compliance with GAAP.
- Assisted in preparing financial statements and reports.
- Processed invoices, tracked expenses, and supported monthly reconciliations.
- Performed administrative and organizational tasks to support the accounting team.
Outside Services Staff
The Club at Carlton Woods
09.2021 - 06.2024
- Provided white-glove service to customers, ensuring a positive and consistent client experience.
Education
Bachelor of Business Administration - Finance & Banking & Financial Institutions
Sam Houston State University
08.2024
Skills
- Financial Analysis
- Data Accuracy
- Communication
- Client Service
- Operational efficiency
- Microsoft Excel
- CRM Systems
Licenses And Exams
- Series 7
- Series 66
- Securities Industry Essentials (SIE)
Timeline
Registered Client Associate
UBS Financial Services Inc.
02.2025 - Current
Accounting Intern
The Club at Carlton Woods
06.2024 - 11.2024
Outside Services Staff
The Club at Carlton Woods
09.2021 - 06.2024
Bachelor of Business Administration - Finance & Banking & Financial Institutions
Sam Houston State University