Client Service Associate jobs in United States
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UBS · 1 day ago

Client Service Associate

positionOhio, United States
timePart-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

UBS is a leading global wealth manager headquartered in Zurich, Switzerland, and they are seeking a Client Service Associate to enhance their Wealth Management Advisory team in Upper Arlington, Ohio. The role involves providing an exceptional client experience, managing client accounts, supporting business development, and performing various administrative duties.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
Onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
Perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
Support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

Qualification

Series 7 licenseSeries 66 licenseMicrosoft Office SuiteCommunicatorProcess orientedDetail orientedInterpersonal skills

Required

series 7 and 66 licenses (for registered CSAs only)
ideally 0-3 years of work experience
bachelor's degree
excellent communicator, with solid interpersonal skills
detail and process oriented
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

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Ready for take-off
2026-01-11
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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