Client Associate

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

Job summary

UBS is seeking a client service professional in San Diego, CA to join Global Wealth Management Americas. You’ll support high net worth clients with financial products and services while upholding the firm’s standards and regulatory requirements.

The role requires Series 7 and 66 licenses, 2–3 years of client service experience in finance, a Bachelor's degree in Finance or Economics, and excellent interpersonal skills. Fluency in Spanish is required.

Qualifications

• Series 7 and 66 licenses required.
• 2–3 years of client service experience in finance.
• Bachelor's degree in Finance or Economics.
• Excellent interpersonal communication.
• Analytical and logical.
• Bilingual Spanish required.

Skills

Series 7 license

Series 66 license

Client service experience

Interpersonal skills

Analytical thinking

Spanish bilingual

Education

Bachelor's degree in Finance or Economics

Job description

City

San Diego

Job Type

Full Time

Location

United States - California

Function Category

Business management, administration and support

Join us

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.

The team

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

Your skills and experience

• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Bilingual Spanish required

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 Summary Posted to Talent Gateway

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

• 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.