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Ubs Financial Jobs (NOW HIRING)

Client Associate

Chicago, IL · On-site

$75K - $90K/yr

The team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment ...

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 ...

Executive Team Assistant

Chicago, IL · On-site

$60K - $70K/yr

The team You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering ...

HF & PE Financing Specialist

New York, NY · On-site

$200K - $275K/yr

... financial advisors, family offices, private equity firms, hedge funds, credit funds, and ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

Wealth strategy Associate

La Jolla, CA · On-site

$70K - $95K/yr

The team You'll be working in the UBS La Jolla, CA office as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

... Finance, Portfolio and fund management, Quantitative Analysis Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We ...

You will work closely with coverage bankers, syndicate, capital markets, and product specialists to deliver innovative financing solutions that meet clients' strategic objectives. Join us At UBS, we ...

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... The team The Debt Capital Markets team advises corporate, financial institution, and public sector ...

... finance • Excellent communicator, with solid interpersonal skills • Detail oriented (nothing gets past you) • Proficient in Microsoft Office Suite • Mandarin is a plus About us UBS is a ...

Client Associate

New York, NY · On-site

$65K - $85K/yr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... The team You will be working in the Financial Services team in San Francisco and New York. Your ...

... finance • Excellent communicator, with solid interpersonal skills • Detail oriented (nothing gets past you) • Proficient in Microsoft Office Suite • Mandarin is a plus About us UBS is a ...

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Ubs Financial information

See salary details

$31.5K

$71.6K

$115K

How much do ubs financial jobs pay per year?

As of Aug 29, 2026, the average yearly pay for ubs financial in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is the difference between Ubs Financial vs Ubs Financial Advisor?

AspectUbs FinancialUbs Financial Advisor
CertificationsSeries 7, 63, 65/66, CFP (optional)Series 7, 63, 65/66, CFP (often required)
Work EnvironmentCorporate office, client meetings, financial planningClient-facing, advising clients, financial planning
Employer & Industry UsageFinancial services firm, investment banking, asset managementFinancial advisory services, wealth management

Ubs Financial generally refers to the broader financial services division within Ubs, encompassing various roles in investment banking, asset management, and financial analysis. Ubs Financial Advisor is a specific client-facing role focused on providing personalized financial advice and wealth management services. While both roles require similar certifications, the Financial Advisor role emphasizes direct client interaction and personalized planning, whereas Ubs Financial may include a wider range of financial functions within the firm.

What cities are hiring for Ubs Financial jobs?

Cities with the most Ubs Financial job openings:

What states have the most Ubs Financial jobs?

States with the most job openings for Ubs Financial jobs include:

Infographic showing various Ubs Financial job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Client Associate

Chicago, IL • On-site


UBS
Securities, Commodity Contracts, and Financial Investments • 10K+ employees

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 173 rated banks

People enjoy working here

Good employer

Recommended by parents


$75K - $90K/yr

Full-time

This job post has expired 3 days ago. Applications are no longer accepted.


Job description

Key responsibilities
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
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.
The team
You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment programs for institutional investors.
Your skills and experience
• ideally 3+ years of experience in client service, within the finance sector
• [bachelor degree required], focusing on accounting role/financial reporting & analysis.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• series 7 and 66 licenses can be obtained within 180 days, it's not required to apply.
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Illinois - Chicago min USD 75000 - max USD 90000 /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 logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH


What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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