Client Associate

Talentify; Town of Brookfield (WI); On-site; USD 35,000 - 52,000; Part time

Job summary

UBS in Brookfield, WI is seeking a Client Associate to support a Financial Advisor. You will keep client data current, educate clients on account services, and help prepare materials for client meetings.

You’ll collect documentation for new accounts, plan team marketing events, and provide the team with a detailed calendar of activities. Licenses Series 7 and 66, 3–5 years in client service in finance, and strong communication are preferred; a bachelor’s degree is a plus, with proficiency in

Qualifications

• Series 7 and 66 licenses.
• Ideally 3 to 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

Series 7 and 66 licenses

Excellent communicator

Interpersonal skills

Detail oriented

Microsoft Office Suite

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

Open — UBS has a posting for this job. Posted 23 Aug 2026.

Job Reference # 342634BR

City Brookfield

Job Type Part Time

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’ll be working with a Financial Advisor in Brookfield, WI. We provide Wealth Management services for High net worth clients. As a Client associate, you’ll play an important role in providing support to the aligned FA.

Your skills and experience

• series 7 and 66 licenses
• ideally 3 to 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.

How we hire

We may request you to complete one or more assessments during the application process.

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.