Client Service Associate jobs in United States
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UBS · 2 days ago

Client Service Associate

positionFlorida, United States
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

UBS is a leading global wealth manager and universal bank. They are seeking a Client Service Associate to provide support in managing client information, educating clients, and assisting with team marketing efforts.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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
Become an expert in the systems and platforms used at UBS to support client service and team operations

Qualification

Series 7 licenseSeries 66 licenseClient service experienceMicrosoft Office SuiteCommunicatorInterpersonal skillsDetail oriented

Required

series 7 and 66 licenses required
experience in client service, within the finance sector
bachelor's degree or equivalent
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite

Company

UBS

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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

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 Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

startupticker.ch
Ready for take-off
2026-01-11
bloomberglaw.com
UBS Compromise Plan Gets Backing of Largest Swiss Party (2)
2026-01-08
TradingView
UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News
2026-01-05
Company data provided by crunchbase