{"schemaVersion":"jobsearcher.job.v1","id":"a09fb12abd59e4f28a5cdb1d","url":"https://jobsearcher.com/jobs/a09fb12abd59e4f28a5cdb1d","canonicalUrl":"https://jobsearcher.com/jobs/a09fb12abd59e4f28a5cdb1d","title":"Registered Client Associate","description":"United States - California\nBusiness management, administration and support, Portfolio and fund management\nGlobal Wealth Management\nJob Reference #\n339543BR\nCity\nSan Francisco\nJob Type\nFull Time\nYour role\nAre you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?\n\nWe’re looking for a Client Associate to:\n\nSupport the preparation of reports, presentations, and materials for client meetings\nConduct basic research and analysis to support investment strategies and client discussions\nAssist in monitoring portfolios and tracking performance\nBe responsible for implementing investment actions in client portfolios\nYour team\nYou’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.\nYour expertise\nSeries 7 and 66 licenses preferred\nBachelor’s degree preferred\nProfessional or academic experience in finance, research, or analytical roles\nStrong analytical skills with attention to detail\nProficiency in Microsoft Office Suite, especially Excel and PowerPoint\nExcellent communication and interpersonal skills\nAbility to work collaboratively in a fast paced environment\nSkilled at time management and prioritizing various responsibilities\nAbout us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\nWe know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.\nSalary information\nThe indicative gross base salary range as a full-time equivalent role:\n\nUnited States - California - San Francisco min USD 72500 - max USD 80000 /annum\n\nThe expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.\nJoin us\nAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.","company":"Ub","rawCompany":"ub","city":"Millbrae","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-08-03T15:26:02.506Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Registered Client Associate","description":"United States - California\nBusiness management, administration and support, Portfolio and fund management\nGlobal Wealth Management\nJob Reference #\n339543BR\nCity\nSan Francisco\nJob Type\nFull Time\nYour role\nAre you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?\n\nWe’re looking for a Client Associate to:\n\nSupport the preparation of reports, presentations, and materials for client meetings\nConduct basic research and analysis to support investment strategies and client discussions\nAssist in monitoring portfolios and tracking performance\nBe responsible for implementing investment actions in client portfolios\nYour team\nYou’ll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.\nYour expertise\nSeries 7 and 66 licenses preferred\nBachelor’s degree preferred\nProfessional or academic experience in finance, research, or analytical roles\nStrong analytical skills with attention to detail\nProficiency in Microsoft Office Suite, especially Excel and PowerPoint\nExcellent communication and interpersonal skills\nAbility to work collaboratively in a fast paced environment\nSkilled at time management and prioritizing various responsibilities\nAbout us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\nWe know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.\nSalary information\nThe indicative gross base salary range as a full-time equivalent role:\n\nUnited States - California - San Francisco min USD 72500 - max USD 80000 /annum\n\nThe expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.\nJoin us\nAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.","datePosted":"2026-08-03T15:26:02.506Z","dateModified":"2026-08-03T15:26:02.506Z","hiringOrganization":{"@type":"Organization","name":"Ub","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Millbrae","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"a09fb12abd59e4f28a5cdb1d"},"url":"https://jobsearcher.com/jobs/a09fb12abd59e4f28a5cdb1d"}}