Client Associate

UBS; Sacramento (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Client Associate for its Wealth Management team in Sacramento. You will educate clients on account services, keep client information up-to-date, prepare materials for client meetings, and collect documentation to open new accounts and service requests.

Join a global wealth manager that serves ultra-high-net-worth individuals and families and supports a collaborative, client-focused environment. Full-time position with competitive benefits.

Qualifications

• Ideally 1-3 years of experience in client service within the finance sector.
• Bachelor degree preferred.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

• 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.

Skills

Client service experience

Excellent communicator

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Your role

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

Job Type

Full Time

Your team

You’ll be working as part of a Wealth Management team. We help high ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred
• 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, and we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. For more information, visit ubs.com/careers.

Salary information

The indicative gross base salary range for this full-time role in Sacramento, California is between USD 55,000 and USD 75,000 per annum. The expected salary will be determined by relevant factors including role-required experience, qualifications, education, location, and skill level. UBS offers a range of competitive benefits. For further information, please visit ubs.com/employee-benefits. Variable compensation or awards may also be provided at our sole discretion.

Join us

At UBS, we value diversity and inclusivity, and we’re committed to disability inclusion. If you need reasonable accommodation or adjustments throughout our recruitment process, you can 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.