Private Wealth Client Associate

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

Job summary

UBS in San Francisco is seeking a Client Associate to join our Private Wealth Management team. Based in our San Francisco office, you will act as relationship manager for top-tier clients, coordinating onboarding and servicing, and collaborating with the team.

The role emphasizes discretion, professionalism, and strong interpersonal skills, with licensing requirements SIE, Series 7, and Series 66 (or willingness to obtain). Proficiency in Microsoft Office is essential.

Qualifications

• Exceptional interpersonal, communication, and organizational skills.
• High level of professionalism, discretion, and care when handling sensitive client information.
• Licensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)

Responsibilities

• Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
• Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
• Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
• Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
• Maintain accurate, organized, and up to date client records and documentation.

Skills

Interpersonal skills

Discretion

Organizational skills

Education

Licensing: SIE, Series 7, Series 66 (or willing to obtain)

Tools

Microsoft Office Suite

Job description

UBS in San Francisco is seeking a Client Associate to join our Private Wealth Management team. Based in our San Francisco office, you will act as relationship manager for top-tier clients, coordinating onboarding and servicing, and collaborating with the team.

The role emphasizes discretion, professionalism, and strong interpersonal skills, with licensing requirements SIE, Series 7, and Series 66 (or willingness to obtain). Proficiency in Microsoft Office is essential.