Senior Client Associate

Overview

Job Reference #

333345

City

San Francisco

Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people? We’re looking for an on-site Senior Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Detailed salary information
San Francisco: the salary range for this role is $70,000 to $76,000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

• Series 7 and 66 licenses preferred

• ideally 2-3 years of experience in client service, within the finance sector

• bachelor’s degree focusing on Finance or Economics

• excellent communicator, with solid interpersonal skills

• detail oriented (nothing gets past you)

• proficient in Microsoft Office Suite

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.

Because together, we’re more than ourselves. Want to find out more? Visit

We may request you to complete one or more assessments during the application process. Learn more

US Only:
The expected salary range for this role is $70,000 to $76,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.