Client Services Associate, Finance & Wealth Outreach
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-14
Listing for:
UBS
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings.
The role requires Series 7 and 66 licenses (for registered CSAs), 3–5 years of client service in finance, and a finance-focused degree. Strong communication, attention to detail, and proficiency with Microsoft Office are essential;
Mandarin is a plus.
Position Requirements
10+ Years
work experience
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