Client Associate
UBS
0 - 3 years
Salem
Posted: 11/08/2025
Job Description
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a professional and experienced Client Associate to:
• 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
• perform administrative functions needed to provide excellent client service
Your team
You’ll be working in the Winston-Salem, North Carolina office for top advisors. As a Client Associate, you’ll play an important role on a daily basis working with top advisors and their clients.
Your expertise
• series 7 and 66 licenses preferred, need to be willing to obtain.
• ideally 2+ years of experience in client service, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About Company
UBS (Union Bank of Switzerland) is a global financial services company headquartered in Zurich, Switzerland. It operates in over 50 countries, offering wealth management, investment banking, asset management, and retail banking services. UBS is particularly known for serving high-net-worth and ultra-high-net-worth clients, as well as providing advisory and capital markets services to corporations, institutions, and governments.
Services you might be interested in
One-Shot Campaign
Reach out to ideal employees in one shot!
The intelligent campaign for reaching out to the ideal audience to whom you can ask for help (guidance or referral).