Client Associate
San Diego, CA · On-site
Key responsibilities We're looking for a Client Service Associate to: • Assist financial advisors ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
60 Ubs Customer Associate Jobs Hiring Near You
Client Associate
San Diego, CA · On-site
Key responsibilities We're looking for a Client Service Associate to: • Assist financial advisors ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Cincinnati, OH · On-site
Key responsibilities UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will ...
Client Associate
Cincinnati, OH · On-site
Key responsibilities UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will ...
Client Associate
Orlando, FL · On-site
As a client associate, you'll play an important role in our delivery of bespoke client services ... Visit ubs.com/careers.
Client Associate
Orlando, FL · On-site
As a client associate, you'll play an important role in our delivery of bespoke client services ... Visit ubs.com/careers.
Client Associate
Las Vegas, NV · On-site
Key responsibilities A Client Associate services clients and provides operational and ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Las Vegas, NV · On-site
Key responsibilities A Client Associate services clients and provides operational and ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Lexington, KY · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Lexington, KY · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Knoxville, TN · 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
Knoxville, TN · 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
Jackson, MS · 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
Jackson, MS · 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
Tulsa, OK · 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
Tulsa, OK · 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
Clayton, MO · On-site
Join us At UBS, we know that it's our people, with their diverse skills, experiences and ... As a Client Associate, you'll play an important role in delivering a premium client experience and ...
Client Associate
Clayton, MO · On-site
Join us At UBS, we know that it's our people, with their diverse skills, experiences and ... As a Client Associate, you'll play an important role in delivering a premium client experience and ...
Client Associate
Miamisburg, OH · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Miamisburg, OH · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Wilmington, NC · On-site
... Client Associate to join our team who has a strong professional presence that can confidently ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Wilmington, NC · On-site
... Client Associate to join our team who has a strong professional presence that can confidently ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Washington, DC · On-site
... scorecard and CRM data hygiene - logging weekly and monthly activity, tagging every new ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Washington, DC · On-site
... scorecard and CRM data hygiene - logging weekly and monthly activity, tagging every new ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Sacramento, CA · On-site
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 ...
Client Associate
Sacramento, CA · On-site
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 ...
Client Associate
Boston, MA · On-site
The associate will initially support the broader team while learning our systems, processes, and ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Boston, MA · On-site
The associate will initially support the broader team while learning our systems, processes, and ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Chicago, IL · On-site
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 ...
Client Associate
Chicago, IL · On-site
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 ...
Client Associate
Houston, TX · On-site
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 ...
Client Associate
Houston, TX · On-site
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 ...
Client Associate
Rocky River, OH · On-site
Visit ubs.com/careers.
Client Associate
Rocky River, OH · On-site
Visit ubs.com/careers.
Client Associate
Cincinnati, OH · On-site
UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role ...
Client Associate
Cincinnati, OH · On-site
UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role ...
Client Associate
Boston, MA · On-site
Coordinate with advisors, senior client service associates, and UBS resources to address client needs. Team & Advisor Support Provide administrative and operational support across the team.
Client Associate
Boston, MA · On-site
Coordinate with advisors, senior client service associates, and UBS resources to address client needs. Team & Advisor Support Provide administrative and operational support across the team.
Client Service Associate
Cincinnati, OH · On-site
$14 - $19.25/hr
Key responsibilities At UBS, we are looking for a Client Service Associate to work with a large ... customer service Join us At UBS, we know that it's our people, with their diverse skills ...
Client Service Associate
Cincinnati, OH · On-site
$14 - $19.25/hr
Key responsibilities At UBS, we are looking for a Client Service Associate to work with a large ... customer service Join us At UBS, we know that it's our people, with their diverse skills ...
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
We're looking for a Client Service Associate to:
• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and onboarding
• Perform business analytics as needed to support financial advisors in the growth of the business
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
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'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Bilingual Spanish required
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 - California - San Diego min USD 55000 - max USD 75000 /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.
We're looking for a Client Service Associate to:
• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and onboarding
• Perform business analytics as needed to support financial advisors in the growth of the business
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
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'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Bilingual Spanish required
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 - California - San Diego min USD 55000 - max USD 75000 /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