Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people? This role is designed for someone interested in building a long term career on an established advisory team. We’re looking for a Client Associate to:

• 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
• act as a primary service contact for assigned client relationships
• anticipate client needs and resolve issues independently when appropriate
• escalate complex issues with clear recommendations and context
• partnering more closely with advisors on proactive client outreach

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 MML Team, a collaborative advisory team based in downtown Cleveland, supporting long standing client relationships across multiple generations. Our team emphasizes quality service, clear communication, and shared responsibility. This role is central to delivering a consistently high client experience and offers meaningful long term growth for the right candidate.

Success in this role means clients feel known, supported, and confident that their requests are handled efficiently and accurately. The right person will be proactive, detail oriented, and motivated to take increasing responsibility over time.

Your expertise

• series 7 and 66 licenses (or willingness to pass exams within 6 months of hire)
• ideally 2-3 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• comfortable working with high net worth client relationships
• ability to prioritize in a fast paced, team driven environment
• discretion and professionalism when handling sensitive client matters

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.