Client Associate

Talentify; Bloomington (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Client Service Associate in Bloomington to deliver a best-in-class client experience, manage client accounts, and handle deposits and distributions with precision. The role emphasizes strong communication, attention to detail, and efficient administrative support in a financial services setting.

The ideal candidate will hold Series 7/66 licenses (or be willing to obtain after hire), have 5 years' client service experience in finance, and possess a finance/business-oriented

Qualifications

• Series 7 and 66 licenses or willingness to obtain after hire.
• Ideally 5 years of experience in client service, preferably within the finance sector.
• Bachelor's degree or equivalent, focusing on finance, communication, or business.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Responsibilities

• Provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution.
• Onboard and maintain client accounts, process deposits and distributions.
• Perform administrative duties that support daily business practices.

Skills

Series 7 license

Series 66 license

Client service

Detail-oriented

Microsoft Office

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office Suite

Job description

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

About this job

Job Reference #

342150BR

City

Bloomington

Job Type

Full Time

Key responsibilities

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

We’re looking for a Client Service Associate to:

• provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, process deposits and distributions
• perform administrative duties that support daily business practices

The team

You’ll be working as part of Jenson Wealth Management in our Bloomington, Minnesota office. Our team is committed to building long-term client relationships through high-quality, personalized service. We believe lasting relationships begin with listening carefully, understanding each client’s priorities and concerns, and working together to consider the full financial picture. As a Client Associate, you’ll help strengthen these relationships by providing responsive support to clients and assisting the team with the day-to-day details that help deliver a seamless client experience.

Your skills and experience

• series 7 and 66 licenses or willingness to obtain after hire
• ideally 5 years of experience in client service, preferably within the finance sector
• bachelor's degree or equivalent, focusing on finance, communication, or business
• 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

Salary information

• United States - Minnesota - Bloomington min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.