Wealth Management Client Associate — Advisor Support

UBS; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations, maintaining client information, and delivering a seamless client experience for high-net-worth clients.

This role requires Series 7 and 66 licenses (or willingness to obtain within 180 days), 2–5 years of client service or administrative experience, and strong communication, attention to detail, and multitasking skills.

Qualifications

• Series 7 and 66 licenses required; if not currently licensed, willingness to obtain within 180 days is required
• Ideally 2–5 years of experience in client service, administrative, or operational support, preferably within financial services or wealth management
• Strong communication and interpersonal skills with a client-focused mindset
• High level of attention to detail and accuracy in all work
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong organizational and time management skills
• Proficiency in Microsoft Office (Word, Excel, Outlook) and client management systems
• Solid understanding of financial products, services, and regulatory requirements
• Team-oriented approach with a proactive mindset and commitment to delivering the UBS client experience

Responsibilities

• Keep management systems up to date with accurate and complete client information
• Educate clients on account services, processes, and platform capabilities
• Prepare reports and materials to support client meetings and reviews
• Collect, review, and verify documentation for new accounts and service requests
• Provide day-to-day administrative and operational support to Financial Advisors
• Maintain a detailed calendar of team activities, meetings, and client follow-ups
• Support team marketing efforts and assist with client outreach initiatives

Skills

Series 7/66 licenses

Client service

Time management

Detail-oriented

Finance knowledge

Tools

Microsoft Office

Job description

UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations, maintaining client information, and delivering a seamless client experience for high-net-worth clients.

This role requires Series 7 and 66 licenses (or willingness to obtain within 180 days), 2–5 years of client service or administrative experience, and strong communication, attention to detail, and multitasking skills.