Client Associate

As clients’ point of contact for private wealth management service and account administration, our CSAs are responsible for executing across a broad range of topics.

We’re looking for a Client Associate to:

• Work with the Team Operations Leads to ensure a first-class client onboarding and ongoing service experience
• Handle end-to-end operational transactions including money movement, security transfers, and loan execution
• Own client inquiries from start to finish and complete ongoing requests as needed.
• Collaborate closely with Relationship Managers and Operations Lead to maintain client and internal agendas and update CRM systems
• Assist team with scheduling and marketing events

Your team

You’ll be working for a team in New York City that manages $1.9bn+ in assets. The team provides an exceptionally personalized wealth management experience for founders and their private equity and venture capital backers. Our team offers highly bespoke family office-style coverage and service, alongside an Advice Beyond Investing model.

Your expertise

• Ideally 4-6 years of experience in financial services, preferably working with high value transaction processing
• Bachelors or equivalent, focusing on finance, business administration, or other related areas
• Excellent communicator, with solid interpersonal skills
• Expert multi-tasking with strong organization of time sensitive priorities
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite Are you truly service oriented? Do you know how to take care of people?

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.

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.

How we hire

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