Are you truly service oriented?
Do you know how to take care of people?

We’re looking for a Client Associate to:
• keep management systems up to date with client
information
• educate clients on account services and capabilities
• assist with resolving client issues, questions, and
requests related to their accounts
• help with the preparation of reports and other
materials for client meetings
• perform all tasks related to Client Operations
(account opening and maintenance, funds
distribution, etc.)
• participate in team projects and meetings
• complete firm-initiated projects

Job Reference #

320156BR

City

Raleigh

Job Type

Full Time

Your team

You’ll be working with a wealth management team in Raleigh, NC. As a Client Service Associate, you’ll play an important role in the client experience.

Your expertise

• ideally 2 years of experience in client service,
within the financial services sector
• bachelor’s degree preferred
• excellent communicator, with solid interpersonal skills
• proactive and organized
• detail oriented and value accuracy
• series 7 and 66 licenses preferred, not required
• proficient in Microsoft Office suite

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At 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. 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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS 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.