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Ubs Client Service Associate Jobs (NOW HIRING)

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$75K - $85K/yr

Does financial data excite you? We're looking for a Registered Client Associate to: • assist ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Registered Client Service Associate

Red Bank, NJ · On-site

$72.50K - $80K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Client Service Associate

Cincinnati, OH

$14 - $19.25/hr

Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

UBS

Client Associate

Wayzata, MN

... Client Service Associate to: • provide a best-in-class client experience through active ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Client Associate

Orlando, FL

As a Client Service Associate, you'll play an important role in partnering and supporting our ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

UBS

Client Associate

Wayzata, MN · On-site

$55K - $65K/yr

... Client Service Associate to: • provide a best-in-class client experience through active ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Client Associate

Saint Paul, MN

$55K - $65K/yr

We're looking for a Client Service Associate to: • Respond to client inquiries with ... For benefits information, please visit ubs.com/usbenefits. Your team Based in St. Paul, MN, you ...

UBS

Client Associate

Miamisburg, OH

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

UBS

Client Associate

Indianapolis, IN · On-site

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Client Associate

Miamisburg, OH · On-site

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

UBS

Service Associate

Newport Beach, CA

$17 - $22.50/hr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • ideally 3 years of experience in client service, within the finance sector • ...

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How much do ubs client service associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for ubs client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a UBS Client Service Associate, and why are they important?

To thrive as a UBS Client Service Associate, you need strong knowledge of financial products, account management, and a relevant degree such as finance or business. Familiarity with CRM systems, financial platforms, and compliance tools is typically required, along with FINRA Series 7 and 66 licenses. Excellent communication, problem-solving, and organizational skills help build trust and support both clients and advisors. These skills ensure efficient client service, regulatory adherence, and high satisfaction in a demanding financial environment.

What are some common challenges faced by a UBS Client Service Associate, and how can they be effectively managed?

UBS Client Service Associates often encounter challenges such as balancing multiple client requests, meeting tight deadlines, and staying updated with financial regulations and internal procedures. To manage these effectively, strong organizational skills and attention to detail are essential, along with proactive communication with both clients and internal teams. Leveraging UBS’s training resources and seeking guidance from experienced colleagues can also help associates navigate complex scenarios and maintain high client satisfaction.

What does a UBS Client Service Associate do?

A UBS Client Service Associate supports financial advisors and their clients by handling administrative tasks, processing client requests, and ensuring a high level of customer service. They help with account opening, money transfers, and resolving client inquiries. This role requires strong communication, organizational, and problem-solving skills to ensure clients’ needs are met efficiently and accurately. Client Service Associates also work closely with compliance and operations teams to maintain regulatory standards.

What is the difference between Ubs Client Service Associate vs Ubs Relationship Manager?

AspectUbs Client Service AssociateUbs Relationship Manager
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA or Series 7 are commonRequires higher credentials such as Series 7, Series 63, and often a bachelor's degree or higher
Work EnvironmentFrontline client support in banking or investment settings, often in call centers or branch officesClient-facing role involving personalized financial advice and portfolio management
Employer & Industry UsageUsed across banking and wealth management firms, including UBSPrimarily in private banking and wealth management divisions of banks like UBS

Ubs Client Service Associates focus on providing support and handling client inquiries, while Ubs Relationship Managers build and maintain client relationships, offering tailored financial solutions. Both roles are essential in wealth management but differ in responsibilities and required credentials.

Infographic showing various Ubs Client Service Associate job openings in the United States as of May 2026, with employment types broken down into 17% As Needed, 77% Part Time, and 6% Nights. Highlights an 93% Physical, and 7% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Registered Client Service Associate

Registered Client Service Associate

UBS

Florham Park, NJ • On-site

$75K - $85K/yr

Full-time

Posted 3 days ago

Job description

Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Registered Client Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• provide support for client relationship building and business development activities
• 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
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.
Disclaimer / Policy statements
UBS 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.
Your expertise
• series 7 and 66 licenses
• ideally 5+ years of experience in client service, within the finance sector
• bachelor's degree or equivalent preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical
• team player
• proficient in Microsoft
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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States-New Jersey-Florham Park min USD 75000 - max USD 85000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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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