Service Associate
Content + Source + Freshness • 13 Dec 2025 • 95% confidence
Offer value
A favorable rating due to the opportunity for development within a global wealth management firm, although the compensation structure remains undisclosed.
- Role within a leading global wealth manager
- Focus on client service and finance operations
- Opportunity for internal career growth
- Requires solid client interaction capabilities
Pros
- Opportunities for internal mobility within UBS
- Part of a team delivering high-net-worth client solutions
- Focus on developing client relationships
Cons
- Compensation details not available
- Requires strong organizational skills under pressure
- Ending up in a high-demand environment could lead to stress
Who it's for
Junior to Mid-Level • On-site in an office branch
Good fit
- Client service professionals in finance
- Detail-oriented individuals
- Those looking to develop within UBS
Not recommended for
- Candidates without finance experience
- Individuals seeking remote-only roles
- Those uncomfortable with high-stakes client situations
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.
