Registered Client Service Associate

UBS; Beverly Hills (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment.

Ideal candidates hold Series 7/66 licenses (for CSAs), 3–5 years of finance-sector client service experience, and a finance-focused bachelor’s degree. Proficiency in Microsoft Office is required.

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 degree or equivalent, focusing on financial market.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

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

Series 7 & 66 licenses

Client service experience

Communication

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent (finance)

Tools

Microsoft Office Suite

Job description

Your role

Are you truly service oriented? Do you know how to take care of people?

Were 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

Job Type

Full Time

Job Reference #

337045BR

City

Beverly Hills

Your team

Youll be working as part of UBS Wealth Management Americas in the Beverly Hills, CA office. 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. As a Client Associate, youll play an important role in client service and team support.

Your expertise

• series 7 and 66 licenses (for registered CSAs only)


• ideally3-5 years of experience in client service, within the finance sector


• bachelor's degree or equivalent, focusing on financial market


• excellent communicator, with solid interpersonal skills


• detail oriented (nothing gets past you)


• proficient in Microsoft Office Suite

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. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

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

• United States - California - Beverly Hills min USD 70000 - max USD 80000 /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 its our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves.

Were 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.