Client Associate
New York, NY · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role on the team. Your skills and experience • ...
60 Ubs Customer Associate Jobs Hiring Near You
Client Associate
New York, NY · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role on the team. Your skills and experience • ...
Client Associate
Northbrook, IL · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role in team efficiency and relationship management.
Client Associate
Northbrook, IL · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role in team efficiency and relationship management.
Client Associate
El Segundo, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role within the team leading client service focus.
Client Associate
El Segundo, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role within the team leading client service focus.
Client Associate
Conshohocken, PA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Conshohocken, PA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Albany, NY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Albany, NY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
San Francisco, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • Keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
San Francisco, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • Keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Mclean, VA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Mclean, VA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
New York, NY · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role in providing exceptional service to our ...
Client Associate
New York, NY · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role in providing exceptional service to our ...
Client Associate
Brookfield, WI · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client associate, you'll play an important role in providing support to the aligned FA. Your ...
Client Associate
Brookfield, WI · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client associate, you'll play an important role in providing support to the aligned FA. Your ...
Client Associate
Pasadena, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role within the team leading client service focus.
Client Associate
Pasadena, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an important role within the team leading client service focus.
Client Associate
Bloomington, MN · On-site
... Associate to: • provide a best-in-class client experience through active communication ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Bloomington, MN · On-site
... Associate to: • provide a best-in-class client experience through active communication ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Colorado Springs, CO · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Colorado Springs, CO · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
San Francisco, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate you will play an important role in working with a professional and highly ...
Client Associate
San Francisco, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate you will play an important role in working with a professional and highly ...
Client Associate
Los Angeles, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an integral role in supporting day-to-day operations ...
Client Associate
Los Angeles, CA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... As a Client Associate, you'll play an integral role in supporting day-to-day operations ...
Client Associate
Melville, NY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Melville, NY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
San Jose, CA · On-site
... CRM and account management systems. • Support client service requests and educate clients on ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
San Jose, CA · On-site
... CRM and account management systems. • Support client service requests and educate clients on ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Buffalo, NY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Buffalo, NY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Westport, CT · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • Keep ... Visit ubs.com/careers.
Client Associate
Westport, CT · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • Keep ... Visit ubs.com/careers.
Client Associate
Albany, NY · On-site
We are looking for a Client Service Associate to: • keep management systems up-to-date with ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Albany, NY · On-site
We are looking for a Client Service Associate to: • keep management systems up-to-date with ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Sacramento, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Sacramento, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
UBS Jobs Information
Do workers at UBS get paid breaks?
Sometimes. Only some people get paid breaks.
43% of people say they don’t get paid breaks.
Based on data from 23 people who took the Breakroom Quiz between December 2024 and March 2026.
43% of people say they don’t get paid breaks.
Based on data from 23 people who took the Breakroom Quiz between December 2024 and March 2026.
Does UBS pay people when they’re sick?
Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 42 people who took the Breakroom Quiz between December 2024 and April 2026.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 42 people who took the Breakroom Quiz between December 2024 and April 2026.
At UBS, are sick days and vacation days separate paid time off?
Sick days and vacation days are separate paid time off.
95% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between May 2025 and April 2026.
95% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 21 people who took the Breakroom Quiz between May 2025 and April 2026.
Is the health insurance from UBS affordable enough for their workers?
Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 24 people who took the Breakroom Quiz between March 2025 and April 2026.
100% of people say the health insurance costs are okay
Based on data from 24 people who took the Breakroom Quiz between March 2025 and April 2026.
Do people get paid time off at UBS?
Most people get paid time off work.
88% of people say they get paid time off.
Based on data from 24 people who took the Breakroom Quiz between May 2025 and April 2026.
88% of people say they get paid time off.
Based on data from 24 people who took the Breakroom Quiz between May 2025 and April 2026.
Do workers at UBS worry about hours?
Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and February 2026.
100% of people report they don’t worry about getting enough hours.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and February 2026.
Do UBS workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
50% report that they don’t have enough control over which shifts they work.
Based on data from 10 people who took the Breakroom Quiz between December 2024 and September 2025.
50% report that they don’t have enough control over which shifts they work.
Based on data from 10 people who took the Breakroom Quiz between December 2024 and September 2025.
How easy is it for UBS workers to change shifts?
Most people find it easy to change shifts.
88% of people report that it’s easy to change shifts if they need to.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
88% of people report that it’s easy to change shifts if they need to.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
How easy is it to get time off at UBS?
Most people find it easy to get time off.
90% of people report it’s easy to get time off.
Based on data from 40 people who took the Breakroom Quiz between December 2024 and April 2026.
90% of people report it’s easy to get time off.
Based on data from 40 people who took the Breakroom Quiz between December 2024 and April 2026.
Do UBS managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
94% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and February 2026.
94% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and February 2026.
Do jobs at UBS spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and February 2026.
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between December 2024 and February 2026.
How easy is it to take sick days at UBS?
Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 42 people who took the Breakroom Quiz between December 2024 and April 2026.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 42 people who took the Breakroom Quiz between December 2024 and April 2026.
Is working at UBS good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
90% of people who care for a child or other relative report this is a good place to work.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and March 2026.
90% of people who care for a child or other relative report this is a good place to work.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and March 2026.
Do people at UBS feel treated with respect by their managers?
Most people feel treated with respect by their managers.
92% of people say they’re treated with respect by their managers.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and April 2026.
92% of people say they’re treated with respect by their managers.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people at UBS get to take their breaks without interruption?
Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 30 people who took the Breakroom Quiz between January 2025 and March 2026.
83% of people report that they get to take their breaks without interruption.
Based on data from 30 people who took the Breakroom Quiz between January 2025 and March 2026.
Is it stressful to work at UBS?
Most people feel stressed here.
70% of people say they often feel stressed at work.
Based on data from 40 people who took the Breakroom Quiz between December 2024 and April 2026.
70% of people say they often feel stressed at work.
Based on data from 40 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people at UBS enjoy their jobs?
Most people enjoy their job.
82% of people report they enjoy their job.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and April 2026.
82% of people report they enjoy their job.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people at UBS recommend working with their team?
Only some people recommend working with their team.
44% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 41 people who took the Breakroom Quiz between December 2024 and April 2026.
44% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 41 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people get enough training when they start at UBS?
Some people didn’t get enough training when they started.
46% of people report they didn’t get enough training when they started working here.
Based on data from 41 people who took the Breakroom Quiz between December 2024 and April 2026.
46% of people report they didn’t get enough training when they started working here.
Based on data from 41 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people get support to advance at UBS?
Only some people are given support to advance their career here.
In the last year, 35% of people report not being given support to advance their career here.
Based on data from 37 people who took the Breakroom Quiz between December 2024 and April 2026.
In the last year, 35% of people report not being given support to advance their career here.
Based on data from 37 people who took the Breakroom Quiz between December 2024 and April 2026.
Do people think UBS’s headquarters understands what’s happening where they work?
Most people think headquarters doesn’t understand what’s happening where they work.
79% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and April 2026.
79% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and April 2026.
Do workers feel well informed about how UBS is doing?
Most people feel well informed about how the company is doing.
72% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 36 people who took the Breakroom Quiz between January 2025 and April 2026.
72% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 36 people who took the Breakroom Quiz between January 2025 and April 2026.
What other companies are hiring for Customer Associate jobs?
What are the most popular jobs at Ubs?
What are the most popular categories at Ubs?
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 rated banks
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
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Management and Business Support
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 as part of a Financial Advisor team in the New York Private Wealth Management Office. As a Client Associate, you'll play an important role on the team.
Your skills and experience
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on finance, business administration, or related field
• 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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 65000 - max USD 85000 /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.
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
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Management and Business Support
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 as part of a Financial Advisor team in the New York Private Wealth Management Office. As a Client Associate, you'll play an important role on the team.
Your skills and experience
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on finance, business administration, or related field
• 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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 65000 - max USD 85000 /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.
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