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Client Service Associate
Client Service Associate-March 2024
San Mateo
Mar 28, 2026
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Service Associate

  Your role

  Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?

  We're looking for a Client Service Associate to:

  • perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)

  • assist clients with questions and requests related to their accounts

  • complete firm-initiated projects

  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

  As a Client Service Associate, you will play a significant role in clients' institutional and private wealth management needs and will be a member of our Operations Group - ensuring all administrative tasks are completed at a world-class level.

  Your expertise

  • ideally 3-5+ years of experience in the financial services industry and a leader amongst your peers

  • bachelor's degree

  • excellent communication skills (verbal / writing)

  • strong quantitative / math skills

  • proactive and organized

  • detail oriented and value accuracy

  • collaborative team player and positive attitude

  • provide world-class service

  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

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