Client Associate

UBS; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is hiring a Client Associate in Indianapolis, Indiana. You will support client service activities and collaborate with a team in a fast-paced wealth management environment.

The role emphasizes licenses and compliance, strong communication, and detail-oriented service delivery, with a preference for candidates with a bachelor’s degree or equivalent experience.

Qualifications

• Series 7 and 66 licenses (for CSAs only) or must obtain after onboarding within 180 days.
• 2+ years of client service experience in finance.
• Bachelor's degree or equivalent work experience.
• Excellent communicator with strong interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Skills

Excellent communicator

Detail oriented

Client service experience

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

City

Indianapolis

Job Type

Full Time

Location

United States - Indiana

Function Category

Business management, administration and support

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.

The team

You’ll be working in the Indianapolis, Indiana branch. As a Client Associate, you’ll play an important role in [benefit or gain or mandate].

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only) or must obtain after onboarding within 180 days.
• ideally 2+ years of experience in client service, within the finance sector
• bachelor degree preferred, or equivalent work experience.
• 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