# Client Associate

[UBS](https://www.jorb.ai/firms/ubs.md) · New York · United States · [Sales & Marketing](https://www.jorb.ai/jobs/sales-marketing.md)

UBS is hiring a Client Associate in New York. Posted 2026-06-12; applications close 2026-08-11.

**Apply**: https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=347139

Posted 2d ago.

## Role details

## Role

We’re looking for a Client Associate who is truly service oriented and dedicated to taking care of clients. The role involves supporting client service activities, educating clients on account services and capabilities, and contributing to team success.

## Responsibilities

  
- Keep management systems up-to-date with client information
  
- Educate clients on account services and capabilities
  
- Assist with the preparation of reports and other materials for client meetings
  
- Collect the necessary 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

## Qualifications & Requirements

  
- Series 7 and 66 licenses (for registered Client Associates only)
  
- Ideally 1+ years of experience in client service within the finance sector
  
- Bachelor’s degree preferred, focusing on Finance
  
- Excellent communicator with solid interpersonal skills
  
- Detail oriented; able to ensure nothing slips through the cracks
  
- Proficient in Microsoft Office Suite

## About UBS

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS is present in more than 50 markets worldwide. We place collaboration at the heart of everything we do, because together, we’re more than ourselves.

## Careers & Inclusion

We’re committed to disability inclusion and, if you need reasonable accommodation or adjustments throughout our recruitment process, you can contact us.

Want to find out more? Visit ubs.com/careers.

## Applying to this role

This Client Associate role at UBS runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=ubs&job=6a2b4d16a367866c9d73956a)

## More open roles at UBS

- [Global Banking - Investment Banking Analyst](https://www.jorb.ai/jobs/6a17f7b31a050e40824865d6.md) – Hong Kong, posted 16d ago
- [Investment Banking Analyst - EMEA Power Utilities & Infrastructure](https://www.jorb.ai/jobs/6a298b23e92b7b50f09ea697.md) – London, posted 3d ago
- [2026 Off-Cycle Internship - Global Banking Strategic Insights - London](https://www.jorb.ai/jobs/6a06ef78d5d5643e65d62b3c.md) – London, posted 29d ago
- [Investment Banking Analyst - EMEA Private Funds Group](https://www.jorb.ai/jobs/6a0b334641fd5e4db68a2644.md) – London, posted 26d ago
- [Client Account Manager - Taiwan International](https://www.jorb.ai/jobs/6a29c3c7d75aa15b2296d5ee.md) – Hong Kong, posted 3d ago

## Other open Sales & Marketing roles

- [Start-up Ventures: Sales Development Representative (SDR) at Wisable](https://www.jorb.ai/jobs/697311e133e184c37ecf22ac.md) at [D. E. Shaw](https://www.jorb.ai/firms/d-e-shaw.md) – New York, posted 4mo ago
- [Product Sales Executive (Global Talent Solutions)](https://www.jorb.ai/jobs/6a2956a39a43d08d0a01930c.md) at [Revolut](https://www.jorb.ai/firms/revolut.md) – London, posted 3d ago
- [Field Sales Representative (UK Market)](https://www.jorb.ai/jobs/6a2956a39a43d08d0a0192cf.md) at [Revolut](https://www.jorb.ai/firms/revolut.md) – London, posted 3d ago
- [Acquiring Sales Executive (UK Market)](https://www.jorb.ai/jobs/6a2956a39a43d08d0a0192a9.md) at [Revolut](https://www.jorb.ai/firms/revolut.md) – London, posted 3d ago
- [New Business Account Executive (Cypriot Market)](https://www.jorb.ai/jobs/6a2956a39a43d08d0a0192c5.md) at [Revolut](https://www.jorb.ai/firms/revolut.md) – London, posted 3d ago

---

Updated: 2026-06-14
Canonical: https://www.jorb.ai/jobs/6a2b4d16a367866c9d73956a