Want to get hired at UBS?

Client Associate

UBS

Los Angeles Metropolitan AreaOn Site

Original Job Summary

About the Role

The Client Associate supports Financial Advisors by providing operational and administrative assistance. You will be key in delivering excellent client service and handling day-to-day client needs. This role emphasizes attention to detail, effective communication, and a service-oriented mindset.

Key Responsibilities

  • Support Financial Advisors with client servicing tasks
  • Handle administrative and operational activities
  • Maintain proficiency in Microsoft Office Suite
  • Assist with client requests and inquiries
  • Ensure accurate and timely processing of information

Your Expertise

Ideal candidates have 2+ years in client service within the finance sector. A bachelor's or master’s degree (or equivalent) is required, along with strong communication, interpersonal skills, and detail orientation. Series 7 and 66 licenses are a plus.

About UBS

UBS is the world's largest global wealth manager, operating in over 50 countries. The firm offers dynamic growth opportunities, a supportive team environment, and a diverse range of financial services.

Key Skills/Competency

  • Client Service
  • Administrative Support
  • Financial Advisory
  • Operational Efficiency
  • Communication
  • Microsoft Office
  • Detail Oriented
  • Interpersonal Skills
  • Finance
  • Team Collaboration

How to Get Hired at UBS

🎯 Tips for Getting Hired

  • Customize your resume: Highlight client servicing and finance experience.
  • Research UBS culture: Understand global wealth management values.
  • Emphasize technical skills: Showcase Microsoft Office proficiency.
  • Prepare for behavioral questions: Reflect on client service scenarios.

📝 Interview Preparation Advice

Technical Preparation

Review Microsoft Office functions.
Practice financial operations scenarios.
Understand client servicing procedures.
Study regulatory compliance basics.

Behavioral Questions

Describe a challenging client interaction.
Explain teamwork in a service environment.
Discuss how you manage detail-oriented tasks.
Share an example of proactive service.