UBS · 1 day ago
Client Associate
Hunt Valley, MD
Full-time
Onsite
Entry Level
1+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. As a Client Associate, you will service clients and provide operational and administrative support to Financial Advisors, ensuring that client needs are met and enhancing client relationships.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Educate clients on account services and capabilities
Input data in to financial planning tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service requests
Leverage communications channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activities
Identify service opportunities for clients
Qualification
Required
Security Industry Essentials (SIE), Series 7 and 66 licenses or willingness to obtain
Ideally 1-2 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
Preferred
Bachelor degree preferred, focusing on Finance
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-24
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Company data provided by crunchbase