5 Client Associate Jobs in Palo Alto, CA
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UBS is Hiring a Client Associate Near Palo Alto, CA
Job Reference #
City
Job Type
Your role
We’re looking for a Client Service Associate to:
- perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
- assist clients with questions and requests related to their accounts
- complete firm-initiated projects
- participate in team projects and meetings
Your team
Your expertise
- series 7 & 66 required
- ideally 3-5 years of experience in the financial services industry and a leader amongst your peers
- bachelor's degree
- excellent communication skills (verbal / writing)
- strong quantitative / math skills
- proactive and organized
- detail oriented and value accuracy
- collaborative team player and positive attitude
About us
We have a presence in all major financial centers in more than 50 countries.
Salary information
Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
Job Summary
Full Time
Securities
$65k-84k (estimate)
04/27/2023
05/18/2024
LONDON
1,000 - 3,000
1986
IAN DAVID MARRIOTT
$50M - $200M
Securities
Related Companies
The job skills required for Client Associate include Client Service, Microsoft Office, Products and Services, Wealth Management, Accounting, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
02/23/2022: Kingsport, TN
Provide support to client with product and account needs.
02/17/2022: Killeen, TX
Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
01/20/2022: Knoxville, TN
Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
03/05/2022: Akron, OH
Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
02/08/2022: Santa Maria, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
03/28/2022: Pine Bluff, AR
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/23/2022: Kansas City, KS
Step 3: View the best colleges and universities for Client Associate.
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