UBS · 1 day ago
Client Service Associate, UBS Wealth Advice Center
North Carolina, United States
Full-time
Onsite
Entry, Mid Level
$68K/yr - $75K/yr
2+ years expUBS is a leading global wealth manager and universal bank headquartered in Switzerland. They are seeking a Registered Client Service Associate to join their Wealth Advice Center team, where the role involves providing excellent service to clients and financial advisors in a fast-paced environment.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Join us as Registered Client Service Associate on the Service Team of the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client’s segments at UBS
Become a subject matter expert in one or more service-like aspects of our business to ensure things run smoothly, including handling escalated matters along with directing all efforts against the task(s) that you are responsible for
Work in a fast paced, team based, client-oriented environment
Deliver a consistently positive experience to our clients and financial advisors
Be the “go to” person for your team
Interact with our clients and handle time sensitive service requests
Play a critical within your team of Client Service Associates who are tasked with providing excellent service to both our Clients and our Financial Advisors at the direction of the Service Managers
Qualification
Required
2+ years of prior financial services experience
SIE required to be completed 30 days prior to joining UBS and Series 7, and Series 66 will need to be obtained within 150 days of employment (Series 66 may be completed prior to start, highly recommended)
Undergraduate degree or equivalent is required
strong track record of success in previous positions
known for getting things done and inspiring others to follow you
able to manage your time well and handle a large workload in a complex environment
highly detail oriented and prioritize work to ensure everything is completed in a timely manner
excellent problem solver and collaborate well with other people and teams
individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
driven with a proactive mindset and an excellent listener who has outstanding communication skills, both verbal and written
able to manage projects independently while assuming a high level of responsibility
ability to lead and positively influence others in a challenging environment
Benefits
Flexible working options when possible
Supportive team
Opportunities to grow
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
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