Client Associate

UBS; Clayton (MO); On-site; USD 60,000 - 85,000; Full time

Job summary

UBS in Clayton, MO is seeking a Client Associate to support the Wealth Management team. You’ll guide new clients through onboarding, manage high-priority transactions, and help maintain accurate records to deliver a premium client experience.

The role emphasizes client service, regulatory readiness, and clear communication. Candidates typically have 2–5 years in finance client service, a Bachelor's degree, and may hold Series 7/66 licenses.

Qualifications

• 2–5 years of client service experience in the finance sector.
• Series 7 and 66 licenses preferred.
• Bachelor's degree preferred in Finance, Business Administration, or Communications.
• Excellent communicator with strong interpersonal skills.
• Detail oriented and accurate in data handling.
• Proficient in Microsoft Office Suite.

Responsibilities

• Own the Client Onboarding Journey: guide new clients through account openings and digital tool enrollment.
• Execute money movement & transactions: wire transfers, journals, and ACH requests with precision.
• Maintain data excellence: ensure client management systems are accurate and serve as the source of truth.
• Drive proactive issue resolution: anticipate bottlenecks and resolve inquiries with a client-first mindset.
• Educate clients on account services, digital capabilities, and platform features.
• Support regulatory compliance: collect and organize documents for service requests to meet standards.

Skills

Series 7 & 66 licenses

Client service experience

Excellent communicator

Detail oriented

MS Office

Education

Bachelor's degree preferred (Finance/Business/Communications)

Tools

Microsoft Office Suite

Job description

Your role

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

Your role

Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:

• Own the Client Onboarding Journey: Guide new clients through the initial account opening process and digital tool enrollment.
• Execute Money movement & transactions: Manage high-priority tasks including wire transfers, journals, and ACH requests with precision.
• Maintain Data Excellence: Ensure all client management systems and records are accurate, compliant, and serve as the "source of truth" for the team.
• Drive Proactive Issue Resolution: Anticipate potential service bottlenecks and resolve inquiries with a "client-first" mindset before they impact the experience.
• Educate Clients: Proactively guide clients on account services, digital capabilities, and new platform features.
• Support Regulatory Compliance: Collect and organize the right documentation for all service requests to ensure firm and industry standards are met.

Job Type

Full Time

Job Reference #

341515BR

City

Clayton

Your team

You\'ll be working in our Wealth Management team in Clayton, MO. We provide tailored financial strategies and comprehensive planning. This benefits our high-net-worth individual and family segments. As a Client Associate, you\'ll play an important role in delivering a premium client experience and ensuring the operational excellence of our practice.

Your expertise

• Series 7 and 66 licenses (preferred).
• Ideally 2-5 years of experience in client service, specifically within the finance sector.
• Bachelor\'s degree preferred, focusing on Finance, Business Administration, or Communications.
• Excellent communicator, with solid interpersonal skills.
• Detail-oriented
• 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.

Join us

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.