Service Associate
Content + Source + Freshness • 15 Dec 2025 • 95% confidence
Offer value
Decent value level attributable to rise in demand for client service roles in finance, moderate salary expectations, and solid growth opportunities.
- Stable and reputable organization within the finance industry
- Potential for professional growth in a client service role
- Requires finance-related experience and strong attention to detail
Pros
- Stable organization with a strong market presence
- Opportunities for professional development and training
- In-person role that fosters client relationships
Cons
- Moderate salary range without defined figures
- Requires navigating a complex regulatory environment
- Expectations for high service levels may lead to a stressful job
Who it's for
Mid-level • On-site role
Good fit
- Experienced client service professionals
- Individuals looking to advance in finance operations
- Detail-oriented candidates seeking on-site roles
Not recommended for
- New graduates without industry experience
- Those seeking remote or flexible working environments
- Candidates lacking interpersonal communication skills
Motivation fit
Key skills
About the job
Service Associate
United States - North Carolina
Business development, Business management, administration and support, Management and Business Support, Operations, Risk
Global Wealth Management
Your role
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We’re looking for a Service Associate to:
• carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market
• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
• maintain risk awareness and regulatory knowledge
Job Reference #
329580BR
City
Charlotte
Job Type
Full Time
Your team
You’ll be working in person within a WMA branch office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
• ideally 3 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance
• excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
