Client Associate

Your role

Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?

We're looking for a Client Associate to:

• Support the preparation of reports, presentations, and materials for client meetings
• Conduct basic research and analysis to support investment strategies and client discussions
• Assist in monitoring portfolios and tracking performance
• Be responsible for implementing investment actions in client portfolios

Your team

You'll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• Bachelor's degree preferred
• Professional or academic experience in finance, research, or analytical roles
• Strong analytical skills with attention to detail
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a fast paced environment
• Skilled at time management and prioritizing various responsibilities

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.

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.