Client Associate

UBS; San Francisco (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills.

Cantonese/Mandarin are a plus, with the team supporting high net worth clients. The position is based in San Francisco, with a full-time schedule and opportunities to contribute to events and client outreach.

Qualifications

• 1-3 years of experience in client service within the finance sector.
• Bachelor's or master's degree focusing on finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; accuracy matters.
• Proficient in Microsoft Office Suite.
• Cantonese and/or Mandarin is a plus.

Responsibilities

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

Skills

Client service

Finance knowledge

Communication

Detail oriented

Microsoft Office

Cantonese

Mandarin

Education

Bachelor's degree in finance

Master's degree in finance

Tools

Microsoft Office Suite

Job description

Job Reference #

341574BR

City

San Francisco

Job Type

Full Time

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
• Provide the team with a detailed calendar of activities

Your team

You will be working in the Financial Services team in San Francisco. Your working location will be based in San Francisco, California. 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 expertise

• Ideally 1-3 years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• Cantonese and or Mandarin is a plus

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 - San Francisco 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.

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.