UBS · 1 day ago
Client Service Associate
Westfield, NJ
Full-time
Onsite
Entry Level
$70K/yr - $76K/yr
1+ years expUBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland. They are seeking a Client Service Associate to maintain client information, educate clients on services, assist in preparing materials for meetings, and support marketing efforts.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
series 7 and 66 licenses (for registered CSAs only)
1-3 years of experience in client service, within the finance sector
excellent communicator, with solid interpersonal skills
detail oriented
Preferred
bachelor degree preferred
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-05
2026-01-03
caixinglobal.com
2026-01-03
Company data provided by crunchbase