Registered Client Associate

Your role Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships? We’re looking for a Client Associate to: Support the preparation of reports, presentations, and materials for client meetings Conduct basic research and analysis to support investment strategies and client discussions Assist in monitoring portfolios and tracking performance Be responsible for implementing investment actions in client portfolios Job type Full Time Job Reference # 339543BR City San Francisco Your team You’ll be working as part of Private 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. Qualifications Series 7 and 66 licenses preferred Bachelor’s degree preferred Professional or academic experience in finance, research, or analytical roles Strong analytical skills with attention to detail Proficiency in Microsoft Office Suite, especially Excel and PowerPoint Excellent communication and interpersonal skills Ability to work collaboratively in a fast paced environment Skilled at time management and prioritizing various responsibilities Salary information United States - California - San Francisco min USD 72500 - max USD 80000 /annum 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. #J-18808-Ljbffr