Wealth Management Client Services 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

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.