{"schemaVersion":"jobsearcher.job.v1","id":"7cea50cd535c3a1f3ecbfc8f","url":"https://jobsearcher.com/jobs/7cea50cd535c3a1f3ecbfc8f","canonicalUrl":"https://jobsearcher.com/jobs/7cea50cd535c3a1f3ecbfc8f","title":"Client Associate","description":"Your role\r\nAre you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:\r\n\r\nAct as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.\r\nCollaborate closely with team members to deliver seamless client service and support internal operational workflows.\r\nManage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.\r\nOversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.\r\nMaintain accurate, organized, and up to date client records and documentation.\r\n\r\nJoin us\r\nAt 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.\r\nWe're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\r\nYour expertise\r\n\r\nExceptional interpersonal, communication, and organizational skills.\r\nProficiency with Microsoft Office Suite systems.\r\nHigh level of professionalism, discretion, and care when handling sensitive client information.\r\nLicensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)\r\n\r\nAbout us\r\nUBS 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.\r\nWe 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.","company":"UBS","rawCompany":"ubs","city":"Mount Pleasant","state":"SC","isRemote":false,"isActive":false,"createdAt":"2026-06-11T15:14:30.230Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate","description":"Your role\r\nAre you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:\r\n\r\nAct as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.\r\nCollaborate closely with team members to deliver seamless client service and support internal operational workflows.\r\nManage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.\r\nOversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.\r\nMaintain accurate, organized, and up to date client records and documentation.\r\n\r\nJoin us\r\nAt 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.\r\nWe're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\r\nYour expertise\r\n\r\nExceptional interpersonal, communication, and organizational skills.\r\nProficiency with Microsoft Office Suite systems.\r\nHigh level of professionalism, discretion, and care when handling sensitive client information.\r\nLicensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)\r\n\r\nAbout us\r\nUBS 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.\r\nWe 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.","datePosted":"2026-06-11T15:14:30.230Z","dateModified":"2026-06-11T15:14:30.230Z","hiringOrganization":{"@type":"Organization","name":"UBS","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mount Pleasant","addressRegion":"SC","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"7cea50cd535c3a1f3ecbfc8f"},"url":"https://jobsearcher.com/jobs/7cea50cd535c3a1f3ecbfc8f"}}