Client Associate - Private Wealth
Listed on 2026-10-11
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Finance & Banking
Wealth Management
UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings.
You will handle documentation for new accounts, provide day-to-day administrative support to Financial Advisors, manage calendars, and assist with client outreach while upholding regulatory standards and a strong client-centric approach.
Consider building your career as a Client Associate
- Private Wealth Support at UBS.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Associate
- Private Wealth Support role in the description above.
We appreciate your interest in this position.
Join UBS and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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