UBS · United States
Client Associate
Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
Apply on UBS’s careers site →Job description
We’re looking for a Client Service Associate to:
- Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- Develop customized asset allocation strategies and investment solutions for clients
- Provide support for client relationship building and onboarding
- Perform business analytics as needed to support financial advisors in the growth of the business
- Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
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