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Wealth Management: Client Associate, SF
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-12
Listing for:
UBS
Part Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A global wealth management firm in San Francisco is seeking a client service associate to manage client information and support account services. Applicants should have a Bachelor’s degree in Finance or Economics and ideally over a year of experience in client service. The role involves educating clients, preparing reports, and maintaining marketing materials. This position offers a salary range of $70,000 to $75,000 with potential bonuses and flexible working options.
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Position Requirements
10+ Years
work experience
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