UBS
Client Associate
Join to apply for the Client Associate role at UBS.
Your role
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.
Job Type Full Time
Job Reference # 321814BR
City San Francisco
Your team You’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra‑high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
Series 7 and 66 licenses.
Ideally 1–3 years of experience in client service within the finance sector.
Bachelor’s degree focusing on Finance or Economics.
Excellent communicator, with solid interpersonal skills.
Detail oriented (nothing gets past you).
Proficient in Microsoft Office Suite.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset‑management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
Salary information US Only: Expected salary range for this role is $66,500 to $70,000 based on factors including experience, qualifications, education, location and skill level. May also be eligible for discretionary incentive compensation. For detailed salary information, please see “Your role” section.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences, and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also use artificial intelligence to work smarter and more efficiently.
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Your role
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.
Job Type Full Time
Job Reference # 321814BR
City San Francisco
Your team You’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra‑high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
Series 7 and 66 licenses.
Ideally 1–3 years of experience in client service within the finance sector.
Bachelor’s degree focusing on Finance or Economics.
Excellent communicator, with solid interpersonal skills.
Detail oriented (nothing gets past you).
Proficient in Microsoft Office Suite.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset‑management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
Salary information US Only: Expected salary range for this role is $66,500 to $70,000 based on factors including experience, qualifications, education, location and skill level. May also be eligible for discretionary incentive compensation. For detailed salary information, please see “Your role” section.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences, and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also use artificial intelligence to work smarter and more efficiently.
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr