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Wealth Client Associate: Service & Reports
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-08-03
Listing for:
UBS
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
UBS in Pasadena, CA is seeking a Registered Client Associate to support high net worth clients. You will keep client information up to date in management systems, educate clients on account services, and help prepare reports for meetings.
Ideal candidates have SIE, Series 7 and 66 licenses, 3–5 years in client service in finance, a finance degree, strong communication, attention to detail, and proficiency in Microsoft Office. Mandarin is a plus. This is a full-time, on-site role with UBS.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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