Client Associate

UBS; Louisville (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

UBS, a leading global wealth manager, invites applicants for a full‑time role in Louisville, KY. You will support client interactions, educate clients on account services, and help prepare meeting materials within a high net worth advisory team.

The position focuses on accuracy, team collaboration, and proactive scheduling. Prior experience in finance and solid MS Office skills are preferred.

Qualifications

• Ideally 2 years of client service experience in the finance sector.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

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

Skills

Client service

Excellent communicator

Detail oriented

Finance sector knowledge

Tools

Microsoft Office Suite

Job description

Job Type

Full Time

Job Reference #

346139BR

City

Louisville

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 will be working with a Global Wealth Management Team in Louisville, 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

• 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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

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.