Client Associate

City

Houston

Job Type

Full Time

Country / State

United States - Texas

Function Category

Business management, administration and support

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.

Your team

You’ll be working with one of the premier wealth advisory teams in the U.S. The three financial advisors have an average experience of 20+ years in wealth management; but, we also have prior experience in investment management, investment banking and law. Our hope is to provide you with an introduction to the wealth management business, but also help you understand where this business sits within finance – how wealth management contrasts and compares to investment management, investment banking, private equity, etc. On a daily basis, we deliver advice to wealthy families and large institutions. We do so utilizing investment solutions within UBS which is now the largest wealth management firm in the world.

Your expertise

• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• communicates well and works within a team
• positive attitude
• attention to detail (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. Learn more