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Ubs Financial Services Jobs (NOW HIRING)

UBS

Client Associate

Chicago, IL · On-site

$75K - $90K/yr

Your 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 ...

UBS

Executive Team Assistant

Chicago, IL · On-site

Your 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 ...

UBS

Executive Team Assistant

Chicago, IL · On-site

$60K - $70K/yr

Your 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 ...

UBS

Director, Business Risk Specialist

New York, NY · On-site

$175K - $180K/yr

Your role UBS Financial Services INC is seeking a Director, Business Risk Specialist in New York, NY Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$75K - $85K/yr

Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Audit Expert-Americas Compliance

New York, NY · On-site

$100K - $140K/yr

GIA is an independent function that supports UBS in achieving its strategic, operational, financial ... the financial services industry. This experience could have been gained at a consulting firm ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Client Associate

Manhattan, NY · On-site

Your team You will be working in the Financial Services team in San Francisco and New York. Your ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Your team You'll be working in the Financial Services team in San Francisco. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Client Associate

New York, NY · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in San Francisco and New York. Your ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

Your team You'll be working in the Financial Services team in New York. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in San Francisco. Your working ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Client Associate

San Francisco, CA · On-site

Your expertise • Ideally 1-3 years of experience in client service, within the finance sector • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

UBS

Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in San Francisco. Your working ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Debt Capital Markets, Director

New York, NY · On-site

$275K/yr

... financial services industry database and tools including PowerPoint, Excel, Dealogic, Bloomberg ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

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All JobsUbs Financial Services Jobs

Ubs Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do ubs financial services jobs pay per year?

As of Aug 12, 2026, the average yearly pay for ubs financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is UBS Financial Services?

UBS Financial Services is a division of UBS, a global financial institution, that provides wealth management, investment advisory, and financial planning services to individuals, families, and institutions. Their services include portfolio management, retirement planning, estate planning, and access to a wide range of investment products. UBS Financial Services aims to help clients achieve their financial goals through personalized advice and comprehensive financial solutions.

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

AspectUbs Financial ServicesFinancial Advisor
CertificationsSeries 7, 63, 65/66, CFP (optional)Series 7, 63, 65/66, CFP (optional)
Work EnvironmentBanking and investment firm offices, client meetings, financial planningIndependent or firm-based, client consultations, financial planning
Employer & IndustryGlobal financial services firm, banking, wealth managementFinancial services industry, wealth management firms, banks

Ubs Financial Services and Financial Advisors both require similar certifications and often work in client-facing environments within the financial industry. While Ubs Financial Services typically refers to the broader corporate entity offering a range of financial products, Financial Advisors focus on personalized client financial planning and investment advice. Both roles are integral to wealth management but differ mainly in scope and organizational structure.

What are the key skills and qualifications needed to thrive as a UBS Financial Services professional?

To thrive at UBS Financial Services, you generally need a solid background in finance, investment strategies, and client relationship management, often supported by a relevant bachelor's degree and certifications like FINRA Series 7 and 66. Familiarity with financial analysis tools, portfolio management software, and compliance systems is typically required. Exceptional communication, analytical thinking, and ethical judgment help professionals stand out in this client-focused environment. These skills and qualifications are crucial for delivering sound financial advice, maintaining regulatory compliance, and building lasting client trust.

What are some common challenges faced by professionals working at UBS Financial Services, and how can new hires effectively address them?

Professionals at UBS Financial Services often navigate challenges such as adapting to rapidly changing financial markets, meeting high client expectations, and staying compliant with evolving regulations. New hires can address these challenges by leveraging UBS’s extensive training programs, actively seeking mentorship from experienced colleagues, and staying proactive about industry developments. Collaboration is key—working closely with cross-functional teams helps deliver holistic solutions to clients and fosters continuous learning. Embracing UBS’s client-centric culture and utilizing available resources will set new team members up for success.
What cities are hiring for Ubs Financial Services jobs? Cities with the most Ubs Financial Services job openings:
What states have the most Ubs Financial Services jobs? States with the most job openings for Ubs Financial Services jobs include:
Ubs Financial Services jobs near you
Infographic showing various Ubs Financial Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Client Associate

UBS

Chicago, IL • On-site

$75K - $90K/yr

Full-time

Re-posted 7 days ago

Job description

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
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 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 expertise
• 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 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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