Client Associate

Talentify; Alpharetta (GA); On-site; USD 60,000 - 78,000; Full time

Job summary

UBS in Alpharetta, GA is seeking a Client Associate to support a financial team with client information, reports, and meeting materials.

Responsibilities include educating clients on account services, collecting documentation for new accounts, and coordinating calendar activities. Licenses Series 7 and 66 are required for CSAs, with 1–2 years of client service experience in finance preferred.

Qualifications

• Licenses required: Series 7 and Series 66 for CSAs.
• 1–2 years of client service experience in finance preferred.
• Bachelor degree preferred.

Responsibilities

• Keep client information in management systems up-to-date.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect the required documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Skills

Series 7 license

Series 66 license

Client service experience

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Open — UBS has a posting for this job. Posted 23 Aug 2026.

About this job

Job Reference #

342522BR

City

Job Type

Full Time

Key responsibilities

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

The team

You’ll be working with a financial team in our UBS Georgia office (Alpharetta).

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-2 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About us

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Our inclusive culture, disability inclusion and diversity statements

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.