Client Associate

Job Type: Full Time | Job Reference #: 343135BR | City: Norfolk

About the role

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to join a financial team in Norfolk, Virginia.

Responsibilities

• 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
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Requirements

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 1‑3 years of experience in client service within the finance sector
• Bachelor’s degree preferred

Skills

• Excellent communicator with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Benefits

UBS offers a range of competitive benefits. For more details, visit ubs.com/employee-benefits.

Pay

The indicative gross base salary range for this full‑time equivalent role is USD 55,000 – USD 75,000 per annum. The final salary will be based on role‑required experience, qualifications, education, location and skill level, and may include additional variable compensation or awards at UBS’s discretion.