Client Associate

Job Type Full Time Job Reference # 338342BR City San Diego Your Team You’ll be working within a WMA branch office in San Diego California where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of high-net worth individuals and families. Your Role Maintain and update client information in firm systems to support accurate records and client service. Assist with educating clients on basic account services and features, escalating questions as needed. Support the preparation of reports and materials for client meetings. Collect and process required documentation for new accounts and routine service requests. Assist with team marketing initiatives, including event coordination and maintaining marketing materials. Help maintain a shared team calendar to track meetings, deadlines, and key activities. Your Expertise Series 7 and 66 licenses (willing to obtain). Bachelor degree preferred, focusing on finance. Ideally 2+ years of experience in client service, within the finance sector. Excellent communicator, with solid interpersonal skills. Detail oriented (nothing gets past you). Proficient in Microsoft Office Suite. Fluent in Spanish Salary information The indicative gross base salary range as a full-time equivalent role: United States-California-San Diego min USD 70000 – max USD 76000/annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. 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