Your role Your role Are you truly service oriented? Do you know how to take care of people? We're ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Your role Your role Are you truly service oriented? Do you know how to take care of people? We're ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Your role Your role Are you truly service oriented? Do you know how to take care of people? We're ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Your role Your role Are you truly service oriented? Do you know how to take care of people? We're ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Akron, 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 ...
Client Associate
Akron, 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 ...
Client Associate
Westport, CT · 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 ...
Client Associate
Westport, CT · 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 ...
Client Associate
Pittsburgh, PA · 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 ...
Client Associate
Pittsburgh, PA · 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 ...
Client Associate
Newport Beach, CA · On-site
$65K - $75K/yr
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 ...
Client Associate
Newport Beach, CA · On-site
$65K - $75K/yr
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 ...
Your role Are you service oriented? Do you know how to take care of people? We're looking for a ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Your role Are you service oriented? Do you know how to take care of people? We're looking for a ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Lake Oswego, OR · On-site
Your role Are you service oriented? Do you know how to take care of people? We're looking for a ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Lake Oswego, OR · On-site
Your role Are you service oriented? Do you know how to take care of people? We're looking for a ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
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 ...
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 ...
Client Associate
Wellesley, MA · On-site
$70K - $76K/yr
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 ...
Client Associate
Wellesley, MA · On-site
$70K - $76K/yr
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Client Associate
Chicago, IL · On-site
$70K - $76K/yr
... services and capabilities • help with the preparation of reports and other materials for client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Chicago, IL · On-site
$70K - $76K/yr
... services and capabilities • help with the preparation of reports and other materials for client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... service requests from clients • help with the preparation of reports and other materials for ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... service requests from clients • help with the preparation of reports and other materials for ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Anchorage, AK · 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 ...
Client Associate
Anchorage, AK · 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 ...
Client Associate
Pittsburgh, PA · 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 ...
Client Associate
Pittsburgh, PA · 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 ...
Client Associate
Seattle, WA · On-site
$60K - $70K/yr
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 ...
Client Associate
Seattle, WA · On-site
$60K - $70K/yr
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 ...
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 ...
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 Service Associate information
See salary details
$8.89 - $10.58
3% of jobs
$10.58 - $12.26
8% of jobs
$12.26 - $13.94
12% of jobs
$14.05 is the 25th percentile. Wages below this are outliers.
$13.94 - $15.63
28% of jobs
$15.63 - $17.31
15% of jobs
$18.70 is the 75th percentile. Wages above this are outliers.
$17.31 - $18.99
11% of jobs
$18.99 - $20.67
8% of jobs
$20.67 - $22.36
5% of jobs
$22.36 - $24.04
4% of jobs
$24.04 - $25.72
3% of jobs
$25.72 - $27.40
2% of jobs
$8
$17
$27
How much do ubs client service associate jobs pay per hour?
As of May 30, 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?
| Aspect | Ubs Client Service Associate | Ubs Relationship Manager |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA or Series 7 are common | Requires higher credentials such as Series 7, Series 63, and often a bachelor's degree or higher |
| Work Environment | Frontline client support in banking or investment settings, often in call centers or branch offices | Client-facing role involving personalized financial advice and portfolio management |
| Employer & Industry Usage | Used across banking and wealth management firms, including UBS | Primarily 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.
Job description
Your role
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• 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
Your team
Your team
You'll be working with a Financial Team in our West Knoxville office.
Your expertise
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-3 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
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.
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• 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
Your team
Your team
You'll be working with a Financial Team in our West Knoxville office.
Your expertise
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-3 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
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.
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