United States - Pennsylvania

Finance

Global Wealth Management

Your role

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

We’re looking for a Client Service Associate to:

Client Service & Operations:

• Maintain client and account information across internal management systems
• Educate clients on account services, processes, and capabilities
• Collect and organize documentation for account openings and service requests
• Support client service workflows, CRM updates, and operational processes
• Prepare meeting notes, summaries, and follow up materials

Investment & Analytical Support:

• Support investment, market, and portfolio research
• Assist with analysis across equities, fixed income, alternatives, and private markets
• Help prepare client presentations and written strategy materials
• Work with financial planning tools to support cash flow, portfolio, and business owner planning
• Participate in internal meetings, diligence calls, and market briefings

Business Development & Marketing:

• Support business development initiatives, including prospect research and competitive analysis
• Plan and execute team marketing events
• Maintain and update marketing materials
• Assist with calendar management and coordination of team activities

Job Reference #

336399BR

City

Philadelphia

Job Type

Full Time

Your team

The Dornstreich DePaul Group is a leading UBS Private Wealth Management team advising ultra high net worth families, entrepreneurs, and business owners, with a particular specialty supporting clients connected to the middle market M&A ecosystem.
We are seeking a highly motivated graduating senior for a full time Client Service Associate role upon graduation. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.

Your expertise

• Bachelor’s degree (conferred by start date)
• Ability to obtain Series 7 and 66 licenses post hire (sponsored by UBS)
• Strong analytical ability and comfort with quantitative reasoning
• Exceptional written and verbal communication skills
• High level of professionalism, judgment, attention to detail, and reliability
• Evidence of initiative, intellectual curiosity, and follow through
• Strong Excel and PowerPoint skills

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.

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.