Client Associate
Listed on 2026-07-05
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Analyst, Financial Sales
Location: Buffalo, United States – New York
Job Type: Full Time
ResponsibilitiesYou will support a team of Financial Advisors in Buffalo, NY, with particular focus on assisting their high-net-worth clients. This role will be pivotal in ensuring that our clients receive the highest level of administrative support.
Qualifications- Series 7 and 66 licenses (for registered CSAs only); licenses preferred but not needed at the time of hire.
- Ideally 3–5 years of experience in client service within the finance sector.
- College degree, focusing on finance/banking.
- Excellent communicator, with solid interpersonal skills.
- Detail oriented; nothing gets past you.
- Proficient in Microsoft Office Suite.
Indicative gross base salary range for this full-time role:
United States – New York – Buffalo, min USD 58,000 – max USD 65,000 per annum. The expected salary will be determined by factors such as role‑required experience, qualifications, education, location and skill level. UBS may, at its sole discretion, provide additional variable compensation or awards.
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.
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