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UBS · United States

# Client Service Associate

United States Customer Support 

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=350628)

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

## Job description

We’re looking for a Client Service Associate to:
- Serve as first point of contact by managing inbound client calls and initiating outbound calls as needed
- Process client requests, including account transactions, disbursements, and investment-related changes
- Research and resolve complex or unique client inquiries in a timely and professional manner
- Gather and process information needed for account opening and maintenance
- Proactively engage with clients, anticipate their needs, and provide exemplary customer service
- Maintain up-to-date knowledge of firm policies, procedures, and technology platforms
- Greet and welcome clients into the office when they arrive for meetings
- Educate clients on UBS services and account features
- Updating and maintaining Client Data
- Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
- Assist in preparing reports, presentations, and other materials for client meetings

## 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=350628)

## More jobs at UBS

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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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