Client Associate

About the Role

• Client Associate role based in San Francisco.
• Full-time position.
• Focus on delivering exceptional service to high-net-worth individuals and their families.
• Requires a strong professional presence, ability to build trusted relationships, and effective collaboration within a dynamic group.

Key Responsibilities

• Act as a relationship manager for top-tier clients, providing a high-touch, personalized experience and proactively anticipating needs.
• Collaborate with team members to ensure seamless client service and support internal operational workflows.
• Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow-ups.
• Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
• Maintain accurate, organized, and up-to-date client records and documentation.

Requirements & Tech Stack

• Exceptional interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite systems.
• High level of professionalism, discretion, and care when handling sensitive client information.

Qualifications

• Licensing Requirements: SIE, Series 7, and Series 66 (or willingness to obtain).

About UBS

• A leading global wealth manager and the leading universal bank in Switzerland.
• Offers diversified asset management solutions and focused investment banking capabilities.
• Headquartered in Zurich, Switzerland, with presence in over 50 markets.
• Emphasis on collaboration and valuing individual contributions.

Indicative Salary Range (San Francisco, CA):

• USD 55,000 - USD 75,000 per annum (full-time equivalent).
• Salary determined by factors including experience, qualifications, education, location, and skill level.