Demo

CLIENT ASSOCIATE

UBS
UBS Salary
CA Full Time
POSTED ON 5/4/2025
AVAILABLE BEFORE 6/4/2025

Your role

Are you truly service oriented?

Do you know how to take care of people?

We're looking for a Client Associate to :

  • keep management systems up to date with client

information

  • educate clients on account services and capabilities
  • assist with resolving client issues, questions, and
  • requests related to their accounts

  • help with the preparation of reports and other
  • materials for client meetings

  • perform all tasks related to Client Operations
  • account opening and maintenance, funds

    distribution, etc.)

  • participate in team projects and meetings
  • complete firm-initiated projects
  • Detailed salary information :

  • San Francisco : the salary range for this role is $66500 to $70000
  • The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com / usbenefits.

    Join us

    At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

    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?

    Your expertise

  • ideally 3-5 years of experience in client service,
  • within the financial services industry

  • bachelor's degree preferred
  • excellent communicator, with solid interpersonal skills
  • proactive and organized
  • detail oriented and value accuracy
  • series 7 and 66 licenses
  • proficient in Microsoft Office suite
  • About us

    UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

    We have a presence in all major financial centers in more than 50 countries.

    Salary : $66,500 - $70,000

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