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Ubs Financial Services Jobs (NOW HIRING)

UBS

Client Service Associate

Cincinnati, OH · On-site

$14 - $19.25/hr

... chart their financial lives, and thrives in a collaborative team environment. • Schedule ... on UBS services and account features • Gather and process information needed for account opening ...

UBS

Client Associate

Chicago, IL · On-site

$55K - $75K/yr

... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$85K - $115K/yr

... Finance, Portfolio and fund management, Quantitative Analysis Join us At UBS, we know that it's our ... and services specifically designed for them. Your expertise • series 7 and 66 licenses (or ...

UBS

Senior Wealth Strategy Associate

Chicago, IL · On-site

$60K - $90K/yr

... meet their financial goals through financial advisors who deliver products and services ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

UBS

Administrative Officer

Purchase, NY · On-site

$90K - $120K/yr

... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. Your Career Comeback We are open to applications from career returners. Find ...

UBS

Client Associate

Colorado Springs, CO · On-site

... service, finance or banking sector preferred • bachelor's degree (preferred, not required ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

UBS

Senior Registered Client Associate

Westlake Village, CA · On-site

$85K - $120K/yr

... Associate services clients and provides operational and administrative support to Financial ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

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

UBS

Registered Client Associate

Chicago, IL · On-site

$55K - $75K/yr

... excellent service to clients while supporting the team's Financial Advisors. Your expertise • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Registered Client Associate

Wayzata, MN · On-site

$55K - $75K/yr

... service, within the finance sector • an excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite About us UBS is ...

UBS

Senior Registered Client Associate

New York, NY · On-site

$70K - $95K/yr

... client service, within the finance sector • bachelor degree preferred, focusing on Finance • ... 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

... client service, within the finance sector • bachelor degree preferred, focusing on Finance • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

UBS

Client Associate

Northbrook, IL · On-site

$65K - $85K/yr

Your expertise • ideally 5+ years of experience in client service, within the finance sector • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

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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 Service Associate

UBS

Cincinnati, OH • On-site

$14 - $19.25/hr

Other

Posted 8 days ago

Job description

Your role
At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment.
• Schedule appointments for members of the team
• Issue checks and transfer funds for clients between accounts and outside UBS
• Print and mail account statements and other account documents for clients on request
• Educate clients on UBS services and account features
• Gather and process information needed for account opening and maintenance
• Greet clients and prospects and welcome them into the office when they arrive
• Prepare documents, presentations and other materials for client and prospect meetings
• Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service
Your team
You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.
Your expertise
• Ideally 1-3 years of experience in client service
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• Excellent communicator with solid interpersonal skills
• High attention to detail and drive to succeed
• Proficient in Microsoft Office Suite
• Ability to thrive in a fast-paced, collaborative and detail oriented environment
• Commitment to learning and self-development
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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