Client Associate

UBS; Lexington (AL); On-site; USD 48,000 - 75,000; Full time

Job summary

UBS is seeking a finance client service professional to join the Global Wealth Management Team in Lexington, Kentucky. You will support high net worth clients, leveraging your communication and interpersonal skills to deliver service excellence.

Candidates with Series 7/66 licenses are preferred, with 2 years of client service experience in finance and strong MS Office proficiency. The role emphasizes accuracy, attention to detail, and collaboration within a global team.

Qualifications

• Series 7 and 66 licenses preferred, not required.
• Ideally 2 years of experience in client service, within the finance sector.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Skills

Series 7 license

Series 66 license

Client service experience

Interpersonal skills

MS Office proficiency

Tools

Microsoft Office Suite

Job description

City

Lexington

Job Type

Full Time

Location

United States - Kentucky

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 will be working with a Global Wealth Management Team in Lexington, KY. We help high net worth and ultra-high net worth individuals and families meet their financial goals by providing products and services specifically designed for them.

Your skills and experience

• series 7 and 66 licenses preferred, not required
• ideally 2 years of experience in client service, within the finance sector
• 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