{"schemaVersion":"jobsearcher.job.v1","id":"8fc54d56c3882a3b1450fc64","url":"https://jobsearcher.com/jobs/8fc54d56c3882a3b1450fc64","canonicalUrl":"https://jobsearcher.com/jobs/8fc54d56c3882a3b1450fc64","title":"Client Associate","description":"United States - Arizona\nBusiness management, administration and support\nGlobal Wealth Management\nJob Reference #\n336327BR\nCity\nPhoenix\nJob Type\nPart Time\nYour role\nAre you truly service oriented? Do you know how to take care of people?\n\nWe’re looking for a part time client associate to:\n\nkeep management systems up-to-date with client information\neducate clients on account services and capabilities\nhelp with the preparation of reports and other materials for client meetings\ncollect the right documentation for opening new accounts and service requests\nplan team marketing events and maintain marketing materials\nprovide the team with a detailed calendar of activities\nYour team\nYou’ll be working in the The Schultz Group in Phoenix, AZ. Our team is fully integrated in decision-making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help clients understand how it relates to their personal financial landscape. As a Client Associate, you’ll play an important role in developing quality strategies customized to client needs.\nYour expertise\nseries 7 and 66 licenses (for registered CSAs only)\nideally 3-5 years of experience in client service, within the finance sector\nbachelor degree preferred\nexcellent communicator, with solid interpersonal skills\ndetail oriented (nothing gets past you)\nproficient in Microsoft Office Suite\nAbout us\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.\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.\nHow we hire\nWe may request you to complete one or more assessments during the application process. Learn more\nJoin us\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.\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.","company":"Ub","rawCompany":"ub","city":"Phoenix","state":"AZ","isRemote":false,"isActive":false,"createdAt":"2026-07-16T16:06:30.394Z","occupations":[{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"},{"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"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523910","title":"Miscellaneous Intermediation","slug":"miscellaneous-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate","description":"United States - Arizona\nBusiness management, administration and support\nGlobal Wealth Management\nJob Reference #\n336327BR\nCity\nPhoenix\nJob Type\nPart Time\nYour role\nAre you truly service oriented? Do you know how to take care of people?\n\nWe’re looking for a part time client associate to:\n\nkeep management systems up-to-date with client information\neducate clients on account services and capabilities\nhelp with the preparation of reports and other materials for client meetings\ncollect the right documentation for opening new accounts and service requests\nplan team marketing events and maintain marketing materials\nprovide the team with a detailed calendar of activities\nYour team\nYou’ll be working in the The Schultz Group in Phoenix, AZ. Our team is fully integrated in decision-making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help clients understand how it relates to their personal financial landscape. As a Client Associate, you’ll play an important role in developing quality strategies customized to client needs.\nYour expertise\nseries 7 and 66 licenses (for registered CSAs only)\nideally 3-5 years of experience in client service, within the finance sector\nbachelor degree preferred\nexcellent communicator, with solid interpersonal skills\ndetail oriented (nothing gets past you)\nproficient in Microsoft Office Suite\nAbout us\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.\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.\nHow we hire\nWe may request you to complete one or more assessments during the application process. Learn more\nJoin us\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.\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.","datePosted":"2026-07-16T16:06:30.394Z","dateModified":"2026-07-16T16:06:30.394Z","hiringOrganization":{"@type":"Organization","name":"Ub","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Phoenix","addressRegion":"AZ","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"8fc54d56c3882a3b1450fc64"},"url":"https://jobsearcher.com/jobs/8fc54d56c3882a3b1450fc64"}}