Registered Client Associate

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

Job summary

UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings.

The role requires Series 7 and 66 licenses (for registered CSAs), 3–5 years of client service in finance, and a finance-focused degree. Strong communication, attention to detail, and proficiency with Microsoft Office are essential; Mandarin is a plus.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only).
• 3–5 years of client service experience in finance.
• 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.
• Mandarin is a plus.

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
• provide the team with a detailed calendar of activities

Skills

Client service experience

Communication skills

Attention to detail

Mandarin (plus)

Education

Bachelor's or Master’s degree in finance

Tools

Microsoft Office Suite

Job description

Overview

Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to:

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
• provide the team with a detailed calendar of activities

Job Details

Job Type: Full Time

Job Reference #: 341103BR

City: San Francisco

Team: Financial Services team in San Francisco. Your working location will be based in San Francisco. 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.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 3-5 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
• Mandarin is a plus

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.

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.