UBS Wealth Management Client Associate

Join a Fast-Growing Private Wealth Management Team in NYC

Are you looking to build a long-term career in wealth management and work alongside experienced advisors serving high-net-worth individuals and families?

Our growing UBS Private Wealth Management team is seeking a highly motivated Client Associate to help deliver exceptional client service while gaining exposure to financial planning, investment management, and relationship management. This is an excellent opportunity to work directly with successful advisors and clients on a fast-growing, Forbes-recognized wealth management team based at UBS Headquarters in Midtown Manhattan.

What You'll Do

As a Client Associate, you will be a key member of our client service team and work closely with advisors, clients, and fellow team members to provide a best-in-class client experience.

Responsibilities include:

• Opening and maintaining client accounts
• Processing money movements, wires, transfers, and account documentation
• Assisting clients with UBS digital tools and online platforms
• Responding to client service requests and resolving issues promptly
• Coordinating client meetings and follow-up activities
• Supporting financial planning and wealth management initiatives
• Managing operational and administrative projects for the advisory team
• Building trusted relationships with clients and helping make complex financial matters easier to navigate

What We're Looking For

1. The ideal candidate is:

• Exceptionally detail-oriented and organized
• Passionate about client service and relationship building
• A strong communicator with excellent interpersonal skills
• Interested in wealth management, investing, and financial planning
• A collaborative team player who thrives in a fast-paced environment
• Self-motivated, proactive, and eager to learn
• Professional, resourceful, and dependable
• Proficient in Microsoft Office, particularly Excel, Outlook, and PowerPoint

2. Qualifications

• Bachelor's degree required
• 1 years of experience in wealth management, financial services, banking, client service, or a related field preferred
• Previous Client Associate experience is a strong plus
• Series 7 and Series 66 licenses preferred, or willingness to obtain within six months of joining
• Candidates without direct wealth management experience will be considered if they demonstrate exceptional aptitude, professionalism, work ethic, and a strong interest in financial services

What We Offer

• Competitive compensation commensurate with experience
• Mentorship from experienced wealth management professionals
• Direct exposure to financial planning and investment management
• Opportunity to work with high-net-worth individuals and families
• Career development within a leading global wealth management firm
• Collaborative and entrepreneurial team environment
• Convenient Midtown Manhattan location at UBS Headquarters

About UBS
UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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

Job Type: Full-time

Pay: $70,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Wealth management: 1 year (Preferred)

Location:

• New York, NY 10019 (Preferred)

Work Location: In person

Benefits:

Salary : $70,000 - $150,000