Client Associate

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

Job summary

UBS is seeking a Client Associate in Norfolk, Virginia to support a wealth-management team. You will keep client information current, educate clients on account services, and help prepare materials for client meetings.

The role emphasizes accuracy, strong communication, and a client-centric approach within a collaborative UBS environment.

Qualifications

• Licenses Series 7 and 66 required for registered CSAs.
• 1–3 years client service experience in finance.
• Bachelor degree preferred.
• Excellent communication and interpersonal skills.
• Detail oriented; accuracy matters.
• Proficient in MS Office applications.

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

Skills

Series 7 & 66 licenses

Client service experience

Excellent communicator

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Key Responsibilities

Are you truly service oriented? Do you know how to take care of people?

Job Type

Full Time

Job Reference #

343135BR

City

Norfolk

Key Responsibilities

We’re looking for a Client Associate to:

• 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 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.

Salary information

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.

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.