Client Associate

UBS; Scottsdale (AZ); On-site; USD 50,000 - 65,000; Full time

Job summary

UBS in Scottsdale, AZ seeks a Client Associate to support the daily branch operations and deliver exceptional service to clients. You’ll keep client information up-to-date, educate clients on account services, assist in preparing reports for meetings, and help coordinate with financial advisors and operations teams.

Ideal candidates have 1–3 years of branch experience, a bachelor’s degree preferred, strong communication and interpersonal skills, and a proactive, detail‑oriented attitude.

Qualifications

• 1–3 years of branch/office operations experience preferred.
• Bachelor's degree preferred.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; accuracy matters.
• Independent, motivated, proactive and action‑driven.
• Passionate about client experience and relationships.
• Self‑starter comfortable handling evolving situations.

Responsibilities

• Keep management systems up‑to‑date with client information.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect 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.
• Greet and assist clients and visitors to the branch with exceptional service.
• Create strong partnerships with clients and financial advisors; coordinate with operations.
• Coordinate branch meetings and maintain the branch calendar.
• Carry out cash management, process securities and keep records.
• Maintain risk awareness and regulatory knowledge.
• Provide onsite technology support for employees.

Skills

Client service

Interpersonal skills

Detail oriented

Self-starter

Independent

Proactive

Communication

Team collaboration

Education

Bachelor's degree

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

343679BR

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
• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations functions
• coordinate branch office business meetings and maintain the branch calendar
• carry out cash management functions, process securities and correspondence, and keep records
• maintain risk awareness and regulatory knowledge
• onsite technology support for employees

The team

You’ll be working in the Scottsdale, AZ branch. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in the daily operations of the branch and developing quality strategies customized to client needs.

Your Skills And Experience

• ideally 1-3 years of relevant branch/office operations experience
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

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.