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Client Associate Investment Jobs (NOW HIRING)

UBS

Client Associate

Orlando, FL · On-site

... associate to: • Help support client advisors in delivering exceptional client service and ... investment proposals and the like • Collaborate with colleagues to ensure that all client ...

UBS

Client Associate

Knoxville, TN · On-site

Your role Client Associate - PT Your role Are you truly service oriented? Do you know how to take ... We also provide diversified asset management solutions and focused investment banking capabilities.

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

The Client Associate will serve as a primary point of contact for clients, Wealth Mangers ... KYC updates (name changes, address changes, personal data updates, and investment objective changes ...

UBS

Registered Client Associate

New Orleans, LA · On-site

Your role Registered Client Associate Your role Are you truly service oriented? Do you know how to ... We also provide diversified asset management solutions and focused investment banking capabilities.

Rockefeller Financial

Client Associate

Wildwood, MO · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... Completing investment subscription documents * Cash management & RMDs * Assisting with client ...

Moors & Cabot Inc

Registered Client Associate

Boston, MA · On-site

$55K - $85K/yr

We also proudly serve individuals, families, and institutions with a wide range of investment ... Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot ...

Rockefeller Financial

Client Associate

Stamford, CT · On-site

$45K - $110K/yr

The Client Associate will work, in office, with team members and will interact directly with high ... Liaise with other teams such as Operations, Technology, as well as external investment sponsors, to ...

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All JobsClient Associate Investment Jobs

Client Associate Investment information

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$22K

$97.1K

$213.5K

How much do client associate investment jobs pay per year?

As of Jun 24, 2026, the average yearly pay for client associate investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.
What cities are hiring for Client Associate Investment jobs? Cities with the most Client Associate Investment job openings:
What states have the most Client Associate Investment jobs? States with the most job openings for Client Associate Investment jobs include:
Infographic showing various Client Associate Investment job openings in the United States as of June 2026, with employment types broken down into 53% Full Time, 39% Part Time, 4% Temporary, and 4% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Client Associate

Client Associate

UBS

Orlando, FL • On-site

Other

Posted 5 days ago

Job description

Your role
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Are you outgoing with a desire to provide a world class client experience?
We're looking for a client associate to:
• Help support client advisors in delivering exceptional client service and experience
• Direct contact with sophisticated high and ultra-high net worth clients including executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing (general account queries, service requests, investment orders, distributions, etc.)
• Assist with account opening, onboarding, due diligence and monitoring activities
• Support with documentation for client meetings, business trips, investment proposals and the like
• Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
• Maintain a client matrix for scheduling and follow up with clients and prospects
• Manage a multitude of tasks in a fast-paced environment, while delivering accurate and timely results
• Educate clients on comprehensive account services and capabilities of the team
• Plan, create and implement team marketing events and marketing materials
Your team
You'll be working with a Private Wealth Team located in Winter Park, FL. As a client associate, you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. Our team delivers tailored products, strategies and services for the families we serve. As a Client Service Associate, you'll play an important role in partnering and supporting our Financial Advisors to provide personalized service for clientele, team support and overall growth of the business.
Your expertise
• Client service experience within the finance, hospitality or similar industries.
• Unyielding attention to detail, even when under pressure
• Team player that remains calm while managing conflicting priorities
• Works with absolute discretion, tactfulness and adaptability to changing demands`
• Preferably already Registered and Licensed with FINRA - SIE, Series 7 and Series 66 or is willing to obtain within 6 months of hire
• Proficient in Microsoft Office Suite
• Bachelor Degree preferred
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At 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.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and 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. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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