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UBS · United States

# Client Associate

United States Executive & Management 

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 →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=336134)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Client Associate

## Job description

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Are you outgoing with a desire to provide a world class client experience?

We’re looking for a client associate to:
- Help support client advisors in delivering exceptional client service and experience
- Direct contact with sophisticated high and ultra-high net worth clients including executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing (general account queries, service requests, investment orders, distributions, etc.)
- Assist with account opening, onboarding, due diligence and monitoring activities
- Support with documentation for client meetings, business trips, investment proposals and the like
- Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
- Maintain a client matrix for scheduling and follow up with clients and prospects
- Manage a multitude of tasks in a fast-paced environment, while delivering accurate and timely results
- Educate clients on comprehensive account services and capabilities of the team
- Plan, create and implement team marketing events and marketing materials

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=336134)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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