Wealth Management Client Services Associate (Hybrid)

UBS; Laurel (CA); On-site; USD 60,000 - 77,000; Full time

Job summary

UBS is seeking a results-driven professional to join our in-person operational team in a WMA branch. The role focuses on client service for ultra‑high net worth clients, delivering integrated product and service solutions. You’ll collaborate with advisors to address clients’ needs with accuracy and professionalism.

Ideal candidates have about 3 years in client service in finance, strong communication skills, and a meticulous approach. The position is full‑time and based in the United States (Mt.

Qualifications

• Ideally 3 years of experience in client service within the finance sector.
• Excellent communicator with solid interpersonal skills.
• Detail oriented.

Skills

Client service experience

Excellent communication

Attention to detail

Tools

Microsoft Office Suite

Job description

UBS is seeking a results-driven professional to join our in-person operational team in a WMA branch. The role focuses on client service for ultra‑high net worth clients, delivering integrated product and service solutions. You’ll collaborate with advisors to address clients’ needs with accuracy and professionalism.

Ideal candidates have about 3 years in client service in finance, strong communication skills, and a meticulous approach. The position is full‑time and based in the United States (Mt.