Client Associate
Rocky River, OH · On-site
Your role • Serve as a primary point of contact for client inquiries, account service needs ... financial services About us UBS is a leading and truly global wealth manager and the leading ...
60 Ubs Client Services Associate Jobs Hiring Near You
Client Associate
Rocky River, OH · On-site
Your role • Serve as a primary point of contact for client inquiries, account service needs ... financial services About us UBS is a leading and truly global wealth manager and the leading ...
Client Associate
Rocky River, OH · On-site
Your role • Serve as a primary point of contact for client inquiries, account service needs ... financial services About us UBS is a leading and truly global wealth manager and the leading ...
Client Associate
Rocky River, OH · On-site
Your role • Serve as a primary point of contact for client inquiries, account service needs ... financial services About us UBS is a leading and truly global wealth manager and the leading ...
Senior Wealth Strategy Associate (DOD SkillBridge Trainee)
New York, NY · On-site
$75K - $105K/yr
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... client's goals • develop customized asset allocation strategies and investment solutions for ...
New
Senior Wealth Strategy Associate (DOD SkillBridge Trainee)
New York, NY · On-site
$75K - $105K/yr
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... client's goals • develop customized asset allocation strategies and investment solutions for ...
New
Client Associate
El Segundo, CA · On-site
$55K - $75K/yr
... 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 ...
Client Associate
El Segundo, CA · On-site
$55K - $75K/yr
... 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 ...
Client Associate
Pasadena, CA · On-site
Your expertise • ideally 2 years of experience in client service, finance or banking sector ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Pasadena, CA · On-site
Your expertise • ideally 2 years of experience in client service, finance or banking sector ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
Denver, CO · On-site
$16.25 - $21.50/hr
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 ...
Service Associate
Denver, CO · On-site
$16.25 - $21.50/hr
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 ...
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 ...
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 ...
Registered Client Associate
Seal Beach, CA · On-site
$65K - $75K/yr
... service, within the finance sector • bachelor degree preferred, focusing on business • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Seal Beach, CA · On-site
$65K - $75K/yr
... service, within the finance sector • bachelor degree preferred, focusing on business • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Client Associate
El Segundo, CA · On-site
... service, finance or banking sector preferred • bachelor's degree (preferred, not required ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
El Segundo, CA · On-site
... service, finance or banking sector preferred • bachelor's degree (preferred, not required ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
Newport Beach, CA · On-site
$17 - $22.50/hr
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 ...
Service Associate
Newport Beach, CA · On-site
$17 - $22.50/hr
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 ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
Your expertise • ideally 1-3 years of experience in client service, within the finance sector • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
Your expertise • ideally 1-3 years of experience in client service, within the finance sector • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Wayzata, MN · On-site
$55K - $75K/yr
... in client service, within the finance sector • an excellent communicator, with solid ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Wayzata, MN · On-site
$55K - $75K/yr
... in client service, within the finance sector • an excellent communicator, with solid ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Client Associate
Johnson City, TN · On-site
... service, within the finance sector • [bachelor degree preferred], focusing on finance • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Johnson City, TN · On-site
... service, within the finance sector • [bachelor degree preferred], focusing on finance • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
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 ...
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 ...
Service Associates
Plano, TX · On-site
$15.25 - $20.25/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Your expertise • ideally 3 years of experience in client service, within the finance sector • ...
New
Service Associates
Plano, TX · On-site
$15.25 - $20.25/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Your expertise • ideally 3 years of experience in client service, within the finance sector • ...
New
Client Associate
Northbrook, IL · On-site
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 ...
Client Associate
Northbrook, IL · On-site
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 ...
Client Associate
Syracuse, NY · On-site
... client service, within the finance sector • college degree, focusing on finance/banking • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
New
Client Associate
Syracuse, NY · On-site
... client service, within the finance sector • college degree, focusing on finance/banking • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
New
Client Associate
Rochester, NY · On-site
... client service, within the finance sector • college degree, focusing on finance/banking • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Rochester, NY · On-site
... client service, within the finance sector • college degree, focusing on finance/banking • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
San Francisco, CA · On-site
$55K - $75K/yr
Your expertise • ideally 1+ 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 ...
Client Associate
San Francisco, CA · On-site
$55K - $75K/yr
Your expertise • ideally 1+ 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 ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
... client service, within the finance sector • bachelor degree preferred, focusing on Finance • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
... client service, within the finance sector • bachelor degree preferred, focusing on Finance • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
UBS Financial Services Jobs Information
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Job description
Your role
• Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements-resolving issues efficiently and proactively
• Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
• Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
• Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
• Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
• Identify and implement process improvements that enhance efficiency, accuracy, and service quality
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
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
• Bachelor's degree preferred (business, finance, accounting, or related field)
• Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
• Strong written and verbal communication skills with confidence interacting with high net worth clients
• Excellent organizational and time management skills with the ability to manage multiple priorities independently
• High integrity, discretion, tactfulness, and sound professional judgment
• A calm, solutions oriented mindset and a genuine, client first philosophy
• A collaborative, adaptable team player who navigates changing priorities with professionalism
• Series 7 and 66 licenses, or willingness to obtain within six months
• 3-5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
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.
• Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements-resolving issues efficiently and proactively
• Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
• Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
• Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
• Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
• Identify and implement process improvements that enhance efficiency, accuracy, and service quality
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
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
• Bachelor's degree preferred (business, finance, accounting, or related field)
• Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
• Strong written and verbal communication skills with confidence interacting with high net worth clients
• Excellent organizational and time management skills with the ability to manage multiple priorities independently
• High integrity, discretion, tactfulness, and sound professional judgment
• A calm, solutions oriented mindset and a genuine, client first philosophy
• A collaborative, adaptable team player who navigates changing priorities with professionalism
• Series 7 and 66 licenses, or willingness to obtain within six months
• 3-5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
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.
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