Client Associate
Pay found in job post
Retrieved from the description.
Base pay range
$60,000.00/yr - $75,000.00/yr
Job Reference #
295994BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
Your team
You'll be working with the International Financial Services team in Pasadena. 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.
Your expertise
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
We may request you to complete one or more assessments during the application process. Learn more
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.
Salary Information
US Only: The expected salary range for this role is $60000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
295994BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service 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
- Pasadena: the salary range for this role is $60000 to $75000
Your team
You'll be working with the International Financial Services team in Pasadena. 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.
Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 1-3 years of experience in client service, within the finance sector
- bachelor's or master`s degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- fluent in Mandarin
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
We may request you to complete one or more assessments during the application process. Learn more
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.
Salary Information
US Only: The expected salary range for this role is $60000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
-
Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Other -
Industries
Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at UBS by 2x
See who you knowGet notified about new Client Associate jobs in Pasadena, CA.
Sign in to create job alertSimilar jobs
People also viewed
-
Senior Account Manager
Senior Account Manager
-
Client Service Associate
Client Service Associate
-
Junior Account Executive
Junior Account Executive
-
Senior Account Manager, LA or NYC
Senior Account Manager, LA or NYC
-
Account Manager
Account Manager
-
Account Manager Entry Level
Account Manager Entry Level
-
Associate, Private Markets Clients (2025 Start Dates)
Associate, Private Markets Clients (2025 Start Dates)
-
Assistant Manager- Account Sales (Urban Decay)
Assistant Manager- Account Sales (Urban Decay)
-
Account Manager
Account Manager
-
Account Manager
Account Manager
Similar Searches
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More