Client Associate

City

Northfield

Job Type

Full Time

Country / State

United States - New Jersey

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 the Sage Wealth Management Group in Northfield, NJ, supporting Financial Advisors and wealth management clients. You’ll play a critical role in supporting client interactions, keeping workflows organized, and helping the team perform at its best. This is and 'in-office' position in our Northfield NJ office.
We value collaboration, professionalism, and a positive attitude—and we enjoy working together.

Your expertise

• Administrative or office support experience in a fast paced environment
• Basic proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Strong attention to detail and follow up skills
• Excellent written and verbal communication skills
• Comfortable interacting with clients and colleagues at all levels
• Flexible, adaptable, and proactive
• The associate must be willing to obtain their Series 7 and Series 66 licenses

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

Salary information

The indicative gross base salary range as a full-time equivalent role:
• New Jersey-Northfield min USD 73000 – max USD 80000/annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.