Wealth Management Client Associate

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

Job summary

UBS in Mill Valley, CA is hiring a Client Associate to support high-net-worth client service within a Marin-based Wealth Management team. You will maintain client records, assist with service requests, prepare client meeting materials, and help drive business development while coordinating marketing activities.

The role requires a Bachelor's degree and 1–3 years in financial services, with strong MS Office skills and attention to detail.

Qualifications

• Holder of a Bachelor's degree in business, finance, accounting, or related field.
• 1–3 years of client service, administrative support, or financial services experience preferred.
• Strong drive to contribute and grow with a high performing team.
• Proficiency in Microsoft Office Suite and financial technology platforms.
• Excellent written, verbal, and interpersonal communication skills.
• Knowledge of wealth management, brokerage operations, or capital markets preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.

Responsibilities

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

Skills

MS Office

Financial tech

Communication skills

Organizational skills

Attention to detail

Team orientation

Education

Bachelor's degree in business, Finance, Accounting, or related field

Tools

Microsoft Office Suite

Job description

UBS in Mill Valley, CA is hiring a Client Associate to support high-net-worth client service within a Marin-based Wealth Management team. You will maintain client records, assist with service requests, prepare client meeting materials, and help drive business development while coordinating marketing activities.

The role requires a Bachelor's degree and 1–3 years in financial services, with strong MS Office skills and attention to detail.