Financial Client Associate — Service & Onboarding Expert
Listed on 2026-10-15
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
UBS is seeking a Client Associate in El Segundo, CA. You will keep client information current in management systems and educate clients on account services and capabilities. You’ll prepare reports for client meetings and gather documentation for new accounts and service requests.
You will also help plan team marketing events, maintain materials, and provide the team with a detailed calendar of activities. A 2-year background in client service and a strong communicator are preferred.
This position is for the Financial Client Associate — Service & Onboarding Expert role at UBS.
Are you ready to take on the Financial Client Associate — Service & Onboarding Expert role at UBS?
We would love to welcome a new Financial Client Associate — Service & Onboarding Expert to our group in El Segundo, CA, United States.
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