Wealth Client Success Associate

UBS; Mill Valley (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate for our Marin-based Wealth Management team in Mill Valley, CA. You will maintain client records, support service requests, and prepare meeting materials to help advisors deliver thoughtful, timely guidance.

Ideal candidates hold a bachelor's degree in business, finance, or related field, with 1–3 years of client service or financial services experience, strong MS Office skills, and a detail-oriented, collaborative approach.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field is required.
• 1–3 years in client service, administrative support, or financial services is preferred.
• Strong MS Office and fintech platform skills are expected.
• Excellent written, verbal and interpersonal communication.

Responsibilities

• Maintain client information and records in CRM and account management systems.
• Support client service requests and educate clients on available account services and capabilities.
• Prepare reports, presentations and materials for client meetings.
• Build and strengthen client relationships while supporting business development initiatives.
• Gather and process documentation for new account openings and ongoing maintenance.
• Coordinate team marketing initiatives, events and administrative activities.

Education

Bachelor’s degree in business, Finance, Accounting, or a related field

Tools

Microsoft Office Suite

financial technology platforms

Job description

UBS is seeking a Client Associate for our Marin-based Wealth Management team in Mill Valley, CA. You will maintain client records, support service requests, and prepare meeting materials to help advisors deliver thoughtful, timely guidance.

Ideal candidates hold a bachelor's degree in business, finance, or related field, with 1–3 years of client service or financial services experience, strong MS Office skills, and a detail-oriented, collaborative approach.