United Arab Emirates, United States - Kentucky

Business management, administration and support

Global Wealth Management

Your role

Are you truly service-oriented and take pride in helping create a seamless, professional client experience? Do you enjoy staying organized, preparing materials, and supporting a growing wealth management practice behind the scenes?
We’re looking for a Client Associate to:
• Keep client management systems up to date with accurate and confidential information
• Prepare reports, account statements, and organized materials for client meetings
• Draft clear and concise executive summaries following client meetings
• Collect and process documentation for new accounts and service requests
• Assist with marketing initiatives, communications, and maintaining marketing materials
• Support meeting preparation, follow-ups, and ongoing client service needs
• Provide day-to-day administrative and operational support to allow the advisor to focus on client relationships and business development

Job Reference #

332837BR

City

Louisville

Job Type

Part Time

Your team

You’ll be working on a wealth management team in Louisville, KY. We help high net worth individuals and families meet their financial goals by providing services specifically designed for them.

Your expertise

• Ideally experience in client service, preferably within financial services or a professional services environment
• Bachelor’s degree strongly preferred, desire to gain industry designations preferred
• Strong written and verbal communication skills
• Highly detail-oriented with excellent organizational skills
• Professional, pleasant demeanor with a commitment to exceptional service
• Proficiency in Microsoft Office Suite

About us

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. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.