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Client Associate

Job in New York, New York County, New York, 10261, USA
Listing for: UBS
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Business Administration
Salary/Wage Range or Industry Benchmark: 68000 - 75000 USD Yearly USD 68000.00 75000.00 YEAR
Job Description & How to Apply Below
Location: New York

Job Reference #

316605

City

New York

Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Service 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
  • Salary information

    The expected salary range for this role is $68000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

    Your team

    You’ll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate, you’ll play an important role in servicing clients and supporting the business.

    Your expertise

  • series 7 and 66 licenses (for registered CSAs only)
  • bachelor's or master`s degree or equivalent
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite
  • About us

    UBS is the world’s largest and the 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. We have a presence in all major financial centers in more than 50 countries.

    How we hire

    We may request you to complete one or more assessments during the application process. Learn more

    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.

    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.

    #J-18808-Ljbffr
    Position Requirements
    10+ Years work experience
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