Client Associate

UBS; Mill Valley (CA); Sur place; USD 65 000 - 85 000; Plein temps

Résumé du poste

UBS in Mill Valley, CA is hiring a Client Associate to support high-net-worth client service within a Marin-based Wealth Management team. You will maintain client records, assist with service requests, prepare client meeting materials, and help drive business development while coordinating marketing activities.

The role requires a Bachelor's degree and 1–3 years in financial services, with strong MS Office skills and attention to detail.

Qualifications

• Holder of a Bachelor's degree in business, finance, accounting, or related field.
• 1–3 years of client service, administrative support, or financial services experience preferred.
• Strong drive to contribute and grow with a high performing team.
• Proficiency in Microsoft Office Suite and financial technology platforms.
• Excellent written, verbal, and interpersonal communication skills.
• Knowledge of wealth management, brokerage operations, or capital markets preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.

Responsabilités

• Maintain client information and records in CRM systems.
• Support client service requests and educate clients on account services.
• Prepare reports, presentations, and materials for client meetings.
• Build and strengthen client relationships while supporting business development.
• Gather and process documentation for new accounts and ongoing maintenance.
• Coordinate team marketing initiatives, events, and administrative activities.

Connaissances

MS Office

Financial tech

Communication skills

Organizational skills

Attention to detail

Team orientation

Formation

Bachelor's degree in business, Finance, Accounting, or related field

Outils

Microsoft Office Suite

Description du poste

About this job

Job Reference #

344631BR

City

Mill Valley

Job Type

Full Time

Key responsibilities

We're looking for a Client Associate to:

• Maintain client information and records in CRM and account management systems.
• Support client service requests and educate clients on available account services and capabilities.
• Prepare reports, presentations, and materials for client meetings.
• Build and strengthen client relationships while supporting business development initiatives.
• Gather and process documentation required for new account openings and ongoing account maintenance.
• Coordinate team marketing initiatives, events, and administrative activities.

The team

You’ll be working as part of a Marin based Wealth Management team. We support high net worth and ultra-high net worth individuals and families in achieving their financial goals through personalized advice, investment solutions, and exceptional client service. Our team is collaborative, client-focused, and committed to delivering a best-in-class wealth management experience.

Your skills and experience

• Bachelor’s degree in business, Finance, Accounting, or a related field.
• Ideally 1-3 years of client service, administrative support, or financial services experience.
• Drive to contribute and grow with a high performing team.
• Strong proficiency in Microsoft Office Suite and financial technology platforms.
• Excellent written, verbal, and interpersonal communication skills.
• Knowledge of wealth management, brokerage operations, or capital markets preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.

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

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

• United States - California - Mill Valley 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.