Client Associate

UBS; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Scottsdale, AZ seeks a Client Associate to manage client information, educate clients on services, and support meeting preparations. You will collect documentation for new accounts and service requests while coordinating team marketing events and calendars.

The role emphasizes service orientation, collaboration, and contributing to customized client strategies within UBS’s wealth management framework.

Qualifications

• 3-5 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.

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

3-5 years experience

Excellent communicator

Detail oriented

Education

Bachelor 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 #

342817BR

City

Scottsdale

Key Responsibilities

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

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 in the Scottsdale, AZ Office. Our team is fully integrated in decision-making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help clients understand how it relates to their personal financial landscape. As a Client Associate, you’ll play an important role in developing quality strategies customized to client needs.

Your Skills And Experience

• ideally 3-5 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.

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.