Client Associate

UBS; Houston (TX); On-site; USD 65,000 - 75,000; Full time

Job summary

UBS in Houston is seeking a Client Associate to support a high-performing wealth management team in the River Oaks office. You will keep client information current, educate clients on services, and assist in preparing meeting materials to help drive client engagement.

The role requires series 7 and 66 licenses, 2–5 years in client service in finance, and a bachelor’s degree preferred. You’ll thrive in a collaborative team with strong attention to detail and MS Office proficiency.

Qualifications

• Series 7 and 66 licenses required.
• 2–5 years of client service experience in finance.
• Bachelor degree preferred.
• Strong teamwork and communication skills.
• Detail-oriented with a positive attitude.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and 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.

Skills

Series 7 & 66 licenses

2-5 years experience

Team communication

Positive attitude

Attention to detail

MS Office

Education

Bachelor's degree

Job description

• 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

Job Type

Full Time

Job Reference #

343104BR

City

Houston

Key Responsibilities

• 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 an established team in the River Oaks office. As a Client Associate, you’ll be an integral part of our team, participating fully in the decision-making process right from the start. You’ll have the opportunity to ensure our clients the benefit from up-to-date insights. Our global outlook is woven into everything we do, helping clients understand how world events and trends are relevant to their personal financial landscape. If you thrive in a collaborative environment and are eager to contribute to both team and client success, this could be a great fit.

Your Skills And Experience

• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• communicates well and works within a team
• positive attitude
• attention to detail (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.

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.