Client Associate

Talentify; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings.

You will handle documentation for new accounts, provide day-to-day administrative support to Financial Advisors, manage calendars, and assist with client outreach while upholding regulatory standards and a strong client-centric approach.

Qualifications

• Candidate must have Series 7 and 66 licenses (or willingness to obtain within 180 days).
• 2–5 years of client service, administrative, or operational support experience, preferably within financial services or wealth management.
• Strong communication and interpersonal skills with a client-focused mindset.
• High level of attention to detail and accuracy in all work.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and client management systems.
• Solid understanding of financial products, services, and regulatory requirements.
• Team-oriented approach with a proactive mindset and commitment to delivering the UBS client experience.

Responsibilities

• Keep management systems up to date with accurate and complete client information.
• Educate clients on account services, processes, and platform capabilities.
• Prepare reports and materials to support client meetings and reviews.
• Collect, review, and verify documentation for new accounts and service requests.
• Provide day-to-day administrative and operational support to Financial Advisors.
• Maintain a detailed calendar of team activities, meetings, and client follow-ups.
• Support team marketing efforts and assist with client outreach initiatives.

Skills

Series 7 & 66

Client service experience

Attention to detail

Time management

Communication skills

Teamwork

Tools

Microsoft Office

Client management systems

Job description

About this job

Job Reference #

339747BR

Job Type

Full Time

Key responsibilities

Are you truly service-oriented? Please share an example of how you deliver exceptional client service.

We’re looking for a Client Associate to:

• Keep management systems up to date with accurate and complete client information
• Educate clients on account services, processes, and platform capabilities
• Prepare reports and materials to support client meetings and reviews
• Collect, review, and verify documentation for new accounts and service requests
• Provide day-to-day administrative and operational support to Financial Advisors
• Maintain a detailed calendar of team activities, meetings, and client follow-ups
• Support team marketing efforts and assist with client outreach initiatives

The team

You’ll be working in the Private Wealth Management desk in Los Angeles. Our team delivers tailored wealth management solutions to high‑net‑worth clients, partnering closely with financial advisors to provide a high level of service and a seamless client experience. As a Client Associate, you’ll play an integral role in supporting day‑to‑day operations, maintaining strong client relationships, and ensuring all administrative and operational processes run efficiently.

Your skills and experience

• Series 7 and 66 licenses (required for registered roles); if not currently licensed, willingness to obtain within 180 days is required
• Ideally 2–5 years of experience in client service, administrative, or operational support, preferably within financial services or wealth management
• Strong communication and interpersonal skills with a client-focused mindset
• High level of attention to detail and accuracy in all work
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong organizational and time management skills
• Proficiency in Microsoft Office (Word, Excel, Outlook) and client management systems
• Solid understanding of financial products, services, and regulatory requirements
• Team-oriented approach with a proactive mindset and commitment to delivering the UBS client experience

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - California - Los Angeles min USD 65000 - max USD 85000 /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.