Client Associate - Private Wealth Support

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

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.