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Registered Client Associate
United States - California, Business management, administration and support, Portfolio and fund management, Global Wealth ManagementPosted Aug 31, 2026
Job description
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
Description copied from UBS's careers page. Read the full posting before you apply.
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