Your role

　　A Client Associate services clients and provides operational and administrative support to Financial Advisors.

　　Key Responsibilities:

　　• educate clients on account services and capabilities

　　• input data in to financial planning tools

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

　　• ensure appropriate documentation is collated for new accounts and service requests

　　Key Deliverables:

　　• leverage communications channels to enhance relationships with clients

　　• maintain management systems with up to date client information

　　• organize logistics for team marketing events and maintain marketing materials

　　• provide team with calendar detailing daily, weekly and monthly activities

　　• identify service opportunities for clients

　　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?

　　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'll be working with a dynamic, growing team in southern California. Benefiting our clients by offering all the firm has to offer. As a client service Associate, you'll play an important role within the team leading client service focus.

　　Your expertise

　　• ideally 5 years of experience in client service, within the finance sector

　　• bachelor's or master`s degree or equivalent, focusing on day to day client service

　　• excellent communicator, with solid interpersonal skills

　　• detail oriented (nothing gets past you)

　　• proficient in Microsoft Office Suite

　　• series 7 and 66 licenses a plus. Must be willing to get licensed

　　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

　　This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html