Client Associate

About the role

You’ll be working in the Indianapolis, Indiana branch as a Client Associate.

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.

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) or must obtain after onboarding within 180 days

Qualifications

• Ideally 2+ years of experience in client service within the finance sector
• Bachelor’s degree preferred, or equivalent work experience

Skills

• Excellent communicator with solid interpersonal skills
• Detail‑oriented
• Proficient in Microsoft Office Suite