Client Associate

UBS; California; On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in San Diego seeks a Client Associate to support wealth management teams by keeping client records up to date, educating clients on account services, and helping prepare materials for client meetings. The role emphasizes accuracy, strong communication, and client-focused service.

The position requires a detail-oriented professional with excellent interpersonal skills and proficiency in Microsoft Office. Series 7/66 licenses are preferred but not required.

Qualifications

• 2 years of experience in client service or finance preferred.
• Excellent communicator with strong interpersonal skills.
• Detail oriented and meticulous in handling client information.
• Licenses: Series 7 and 66 preferred but not required.
• Proficient in Microsoft Office Suite.

Responsibilities

• Maintain up-to-date client information in management systems.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service

Communication

Attention to detail

Series 7

Series 66

MS Office

Tools

MS Office

Job description

Job Reference #

341202BR

Job Type

Full Time

Key responsibilities

Are you truly service oriented? Do you know how to take care of people? 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
• provide the team with a detailed calendar of activities

The team

You’ll be working within a Wealth Management branch office in San Diego 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 skills and experience

• series 7 and 66 licenses preferred but not required
• ideally 2 years of experience in client service, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

• United States - California - San Diego min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

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.

Each posting applies separately and lists its own pay.