What are the responsibilities and job description for the Client Associate position at UBS?
Your role
Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?
We’re looking for a Client Associate to:
Full Time
Job Reference #
340005BR
City
Danville
Your team
You’ll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?
We’re looking for a Client Associate to:
- Support the preparation of reports, presentations, and materials for client meetings
- Conduct basic research and analysis to support investment strategies and client discussions
- Assist in monitoring portfolios and tracking performance
- Be responsible for implementing investment actions in client portfolios
Full Time
Job Reference #
340005BR
City
Danville
Your team
You’ll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
- Bachelor’s degree preferred
- Professional or academic experience in finance, research, or analytical roles
- Strong analytical skills with attention to detail
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a fast paced environment
- Skilled at time management and prioritizing various responsibilities
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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Danville min USD 55000 - max USD 75000 /annum
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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Salary : $55,000 - $75,000