Client Associate
UBS
Customer Service
Minnesota, USA
USD 55k-65k / year
Client Associate
United States - Minnesota
Business development, Business management, administration and support
Global Wealth Management
Your role
Are you ready to make an impact while working with a great team?
We are looking for an organized, client-focused professional to provide administrative and service support within a collaborative office environment.
This role is well-suited for someone who values ownership, teamwork, and a well-defined support structure that balances focus with flexibility.
We’re looking for a Client Service Associate to:
• Respond to client inquiries with professionalism and accuracy
• Maintain systems, files, and workflows in accordance with office standards
• Assist with general office operations and contribute to a positive, cooperative culture
Detailed salary information:
• St Paul: the salary range for this role is $55000 to $65000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Job Reference #
336531BR
City
St Paul
Job Type
Full Time
Your team
Based in St. Paul, MN, you will work within a collaborative, team based support model that balances individual ownership with shared coverage. This role plays an important part in keeping the advisory team operating smoothly by ensuring advisors and clients receive consistent, reliable support. This shared approach helps distribute workloads thoughtfully, maintain continuity for clients, and support a positive, well functioning team environment.
Your expertise
You have:
– bachelor's degree or equivalent, focusing on finance, communication, or business
– series 7 and 66 licenses or willingness to obtain after hire
– Ideally 5 years of experience in client service
You are:
– an excellent communicator, with solid interpersonal skills
– committed to providing top-notch client service
– comfortable working both independently and collaboratively
– proficient in Microsoft Office Suite
About us
UBS 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.
We 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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Minnesota - St Paul min USD 55000 - max USD 65000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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. 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.
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.