Wealth Management Client Services Associate

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

Job summary

UBS in Los Gatos, California, is seeking a service-oriented professional to provide operational and administrative support to financial advisors. The role focuses on maintaining client information, educating clients on account services, and preparing materials for client meetings.

Ideal candidates have 1–3 years in client service, Series 7/66 or sponsorship, and strong MS Office skills. Located in Los Gatos, this full-time position offers benefits and opportunities within UBS Wealth Management.

Qualifications

• 1–3 years of client service experience preferred.
• Series 7 and 66 licenses or obtained within 6 months of hire; UBS sponsorship provided.
• Excellent skills in Microsoft Office Suite and other technologies.
• Excellent written and verbal communication skills.
• General knowledge of capital markets preferred.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and materials for client meetings.
• Collect documentation for opening new accounts and service requests.

Skills

Client service

Interpersonal skills

Detail oriented

Microsoft Office

Communication skills

Industry knowledge

Tools

Microsoft Office

Job description

UBS in Los Gatos, California, is seeking a service-oriented professional to provide operational and administrative support to financial advisors. The role focuses on maintaining client information, educating clients on account services, and preparing materials for client meetings.

Ideal candidates have 1–3 years in client service, Series 7/66 or sponsorship, and strong MS Office skills. Located in Los Gatos, this full-time position offers benefits and opportunities within UBS Wealth Management.