Client Associate

Job Reference # 335436

City: Rocky River

Job Type: Full Time

North Pointe Wealth Management is seeking a highly capable Client Associate who takes ownership, anticipates client needs, and consistently delivers a white glove client experience. This role is ideal for a detail driven professional who thrives in a fast paced advisory environment, exercises sound judgment, and takes pride in precision, follow through, and meaningful client relationships.

You will serve as a trusted partner to advisors and a primary point of contact for discerning, multi generational clients—ensuring accuracy, responsiveness, and exceptional service at every interaction. If you enjoy making someone’s day, solving problems thoughtfully, and being the operational backbone of a high performing team, this role offers both impact and long term growth.

• Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements with the goal of resolving issues efficiently and proactively
• Own the end-to-end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
• Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
• Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
• Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
• Identify and implement process improvements that enhance efficiency, accuracy, and service quality

The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.

• Bachelor’s degree preferred (business, finance, accounting, or related field)
• Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
• Strong written and verbal communication skills with confidence interacting with high net worth clients
• Excellent organizational and time management skills with the ability to manage multiple priorities independently
• High integrity, discretion, tactfulness, and sound professional judgment
• A calm, solutions oriented mindset and a genuine, client first philosophy
• A collaborative, adaptable team player who navigates changing priorities with professionalism
• SIE, Series 7 and 66 licenses, or willingness to obtain within six months
• 3–5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services

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.