UBS

Client Associate

UBS
San Diego, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about the financial industry and eager to join one of the world's leading global wealth management firms? UBS is currently seeking a motivated and experienced Client Associate to join our team. As a Client Associate, you will be responsible for providing high quality service to clients and for helping to ensure their financial needs are met. This is an excellent opportunity to gain experience in the financial industry and build a rewarding career.To be successful in this role, you will need to have excellent communication and problem-solving skills, as well as a strong customer service orientation. You should be organized and have the ability to work with a high degree of accuracy and attention to detail. Previous experience in a customer service or financial services role is an asset.If you are looking for a challenging and rewarding opportunity to join a global leader in wealth management, we want to hear from you.

Responsibilities:

  1. Provide high-quality service to clients and ensure their financial needs are met.
  2. Build and maintain relationships with clients.
  3. Process client transactions accurately and timely.
  4. Respond to client inquiries and provide information as needed.
  5. Analyze financial data and identify potential opportunities for clients.
  6. Monitor and manage client portfolios.
  7. Utilize excellent communication and problem-solving skills.
  8. Demonstrate a strong customer service orientation.
  9. Remain organized and work with a high degree of accuracy.
  10. Maintain up-to-date knowledge of financial markets and regulations.
Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications

  • Strong Communication Skills

  • Excellent Customer Service Skills

  • Ability To Multi-Task

  • Ability To Work In A Fast-Paced Environment

  • Proficient In Microsoft Office

  • Attention To Detail

  • Knowledge Of Financial And Banking Services

  • Bachelors Degree In Finance Or Economics

Required Skills

  • Financial Planning

  • Networking

  • Data Analysis

  • Communication

  • Problem Solving

  • Relationship Management

  • Reporting

  • Client Service

  • Compliance

  • Process Management

  • Market analysis

  • Client Relations

  • Regulatory Knowledge

  • Investment Research

  • Advisory Services

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Associate in San Diego, CA, USA is between $42,000 and $66,000 per year. This range can vary depending on the employer and the experience of the individual.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 12th, 2023
Apply BeforeJune 21st, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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