Client Associate

UBS • South Burlington, VT

3d • $55,000 - $75,000

About The Position

UBS is hiring a Client Associate to support a team in its Burlington office. The role focuses on client service, maintaining accurate client information, helping clients understand account services, preparing meeting materials, collecting account documentation, coordinating team marketing activities, and keeping a detailed calendar of team activities. The posting describes UBS as a global wealth manager and Switzerland’s leading universal bank, with operations in more than 50 markets. UBS emphasizes collaboration, an inclusive culture, employee development, and flexible working options when possible.

Requirements

• Series 7 and 66 licenses for registered CSAs only.
• Excellent communication and interpersonal skills.
• Detail oriented.
• Proficient in Microsoft Office Suite.

Nice To Haves

• Ideally, 3–5 years of experience in client service within the finance sector.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect documentation for opening new accounts and handling service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Benefits

• UBS offers competitive benefits; further information is available at ubs.com/employee-benefits.
• Additional variable compensation or awards may be provided at UBS’s discretion.
• Supportive team and opportunities to grow.
• Flexible working options when possible.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed