TheJobsMapUBS
547 open roles
Client Associate
United States - California, Business management, administration and support, Global Wealth ManagementPosted Aug 21, 2026
Job description
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll:
- 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
Description copied from UBS's careers page. Read the full posting before you apply.
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