Client Associate

Your role

Are you organized, detail oriented, and enjoy working with clients? Do you take pride in following through and keeping things on track? We’re looking for a Client Associate to support our financial advisors and deliver an excellent client experience.
As a Client Associate, you’ll be a key part of our wealth management team—handling client communications, coordinating daily operations, and helping ensure everything runs smoothly behind the scenes.
Key Responsibilities:
• Answer and screen incoming calls for the team
• Manage calendars, including conference calls, vacations, and client meetings
• Handle administrative and operational tasks; escalate items to the appropriate team member when needed
• Follow up to ensure tasks are completed accurately and on time
• Assist with finance related tasks, including invoices and expense reports
• Answer and manage emails in a professional and timely manner
• Prepare, organize, and maintain documents, reports, and records
• Support internal and external communications
• Assist with special projects as assigned
• Maintain confidentiality and handle sensitive information appropriately

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.

Your team

You’ll be working with the Sage Wealth Management Group in Northfield, NJ, supporting Financial Advisors and wealth management clients. You’ll play a critical role in supporting client interactions, keeping workflows organized, and helping the team perform at its best. This is and 'in-office' position in our Northfield NJ office.
We value collaboration, professionalism, and a positive attitude—and we enjoy working together.

Your expertise

• Administrative or office support experience in a fast paced environment
• Basic proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Strong attention to detail and follow up skills
• Excellent written and verbal communication skills
• Comfortable interacting with clients and colleagues at all levels
• Adaptable, and proactive
• The associate must be willing to obtain their Series 7 and Series 66 licenses

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.