Client Associate

Richmond, BC
Permanent
Full-time

9 days ago

Business DivisionsGlobal Wealth ManagementYour roleAre you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our nationally recognized Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a large, dynamic group. Your key responsibilities will be:

Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
Maintain accurate, organized, and up to date client records and documentation.

Function CategoryBusiness management, administration and supportJoin usAt 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 alwaysYour teamYou'll be based in our Richmond, VA office, as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.Your expertise

Exceptional interpersonal, communication, and organizational skills.
Proficiency with Microsoft Office Suite systems.
High level of professionalism, discretion, and care when handling sensitive client information.
Licensing Requirements: SIE, Series 7, and Series 66 required within the first six months of employment.

About usUBS 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 .How we hireWe may request you to complete one or more assessments during the application process.

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