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 # 340005BR City Danville Your Team You’ll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Your Expertise 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 The indicative gross base salary range as a full-time equivalent role: United States - California - Danville min USD 55000 - max USD 75000 /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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-Ljbffr