Client Associate

City

Charlotte

Job Type

Full Time

Country / State

United States - North Carolina

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 in our Charlotte office with our Private Wealth Management team. We pride ourself on delivering thoughtful advice—one family at a time. We believe in the power of personal connection and tailored service. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions. We work hard, support one another, and enjoy being together every day.

Your expertise

• Active FINRA Series 7 and 66 licenses preferred.
• Ideally 3+ years of experience in a client service or operations role within wealth management or financial services.
• Exceptional interpersonal, communication, and organizational skills.
• Proficiency in Microsoft Office Suite and Contact Management platforms.
• High level of discretion and professionalism in handling sensitive client information.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

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