Client Associate

City

San Diego

Job Type

Full Time

Country / State

United States - California

Function Category

Business management, administration and support

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 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Your team

You will be working as part of a Global Wealth Management team in San Diego office. 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 (for registered client associates). If not licensed willing to get fully licensed discuss with the hiring manager of time frame.
• ideally 2+ years of experience in client service, within the finance sector
• a college degree preferred, focusing on finance and or banking.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• Bilingual: Proficient in English and Spanish

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $60000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.