What are the responsibilities and job description for the Client Associate position at UBS?
Your role
Full Time
Job Reference #
341704BR
City
Rocky River
Your team
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
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.
- Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements—resolving issues efficiently and proactively
- Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
- Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
- Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
- Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
- Identify and implement process improvements that enhance efficiency, accuracy, and service quality
Full Time
Job Reference #
341704BR
City
Rocky River
Your team
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
- Bachelor’s degree preferred (business, finance, accounting, or related field)
- Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
- Strong written and verbal communication skills with confidence interacting with high net worth clients
- Excellent organizational and time management skills with the ability to manage multiple priorities independently
- High integrity, discretion, tactfulness, and sound professional judgment
- A calm, solutions oriented mindset and a genuine, client first philosophy
- A collaborative, adaptable team player who navigates changing priorities with professionalism
- Series 7 and 66 licenses, or willingness to obtain within six months
- 3–5 years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
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.