Client Associate

UBS; Norfolk (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is hiring in Norfolk, Virginia, to join a financial team delivering client-focused services. The role expects licensure (Series 7/66) and 1–3 years in client service within finance. A bachelor’s degree is preferred, with an emphasis on clear communication and meticulous attention to detail.

The position is full-time at UBS’s Norfolk office. Candidates should be proficient in Microsoft Office and ready to contribute to a collaborative, high-performance team in a regulated, client-centric

Qualifications

• 1-3 years of client service experience in the finance sector.
• Bachelor's degree preferred.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; accuracy matters.

Skills

Series 7 license

Series 66 license

Client service experience

Microsoft Office

Education

Bachelor's degree preferred

Job description

City

Norfolk

Job Type

Full Time

Location

United States - Virginia

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 with a financial team in Norfolk, Virginia

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only)
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred
• 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

Salary Summary Posted to Talent Gateway

The indicative gross base salary range as a full-time equivalent role:

• United States - Virginia - Norfolk min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.