Client Associate

Job Reference #

339489

Full Time

Houston

• 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

You’ll be working with an established team in the River Oaks office. As a Client Associate, you’ll be an integral part of our team, participating fully in the decision‑making process right from the start. You’ll have the opportunity to ensure our clients benefit from up‑to‑date insights. Our global outlook is woven into everything we do, helping clients understand how world events and trends are relevant to their personal financial landscape.

If you thrive in a collaborative environment and are eager to contribute to both team and client success, this could be a great fit.

• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• communicates well and works within a team
• positive attitude
• attention to detail (nothing gets past you)
• proficient in Microsoft Office Suite

UBS is a leading global wealth manager and the leading universal bank in Switzerland.

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.