Wealth Management Client Services Associate

UBS; San Francisco (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills.

Cantonese/Mandarin are a plus, with the team supporting high net worth clients. The position is based in San Francisco, with a full-time schedule and opportunities to contribute to events and client outreach.

Qualifications

• 1-3 years of experience in client service within the finance sector.
• Bachelor's or master's degree focusing on finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; accuracy matters.
• Proficient in Microsoft Office Suite.
• Cantonese and/or Mandarin is a plus.

Responsibilities

• Keep client information in management systems up-to-date.
• Educate clients on account services and capabilities.
• Assist with preparing reports and materials for client meetings.
• Collect documents for opening new accounts and service requests.
• Plan team marketing events and maintain materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service

Finance knowledge

Communication

Detail oriented

Microsoft Office

Cantonese

Mandarin

Education

Bachelor's degree in finance

Master's degree in finance

Tools

Microsoft Office Suite

Job description

UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills.

Cantonese/Mandarin are a plus, with the team supporting high net worth clients. The position is based in San Francisco, with a full-time schedule and opportunities to contribute to events and client outreach.