{"schemaVersion":"jobsearcher.job.v1","id":"a8b00f199ea2a8e6f2a124fc","url":"https://jobsearcher.com/jobs/a8b00f199ea2a8e6f2a124fc","canonicalUrl":"https://jobsearcher.com/jobs/a8b00f199ea2a8e6f2a124fc","title":"Client Service Associate","description":"Your role\r\nAre you truly service oriented? Do you know how to take care of people?\r\nWe're looking for a Client Service Associate to:\r\n\r\nkeep management systems up-to-date with client information\r\neducate clients on account services and capabilities\r\nhelp with the preparation of reports and other materials for client meetings\r\ncollect the right documentation for opening new accounts and service requests\r\nplan team marketing events and maintain marketing materials\r\nprovide the team with a detailed calendar of activities\r\n\r\nJoin us\r\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.\r\nWe're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\r\nYour expertise\r\n\r\nideally 5+ years of experience in client service, within the finance sector\r\nBachelor degree preferred but not required\r\nexcellent communicator, with solid interpersonal skills and the ability to handle complex tasks with confidence\r\ndetail oriented (nothing gets past you)\r\nproficient in Microsoft Office Suite\r\n\r\nAbout us\r\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.\r\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.","company":"UBS","rawCompany":"ubs","city":"Concord","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-06-11T14:39:48.498Z","occupations":[{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"43-4141.00","title":"New Accounts Clerks","slug":"new-accounts-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"522110","title":"Commercial Banking","slug":"commercial-banking"},{"code":"541990","title":"All Other Professional, Scientific, and Technical Services","slug":"all-other-professional-scientific-and-technical-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Service Associate","description":"Your role\r\nAre you truly service oriented? Do you know how to take care of people?\r\nWe're looking for a Client Service Associate to:\r\n\r\nkeep management systems up-to-date with client information\r\neducate clients on account services and capabilities\r\nhelp with the preparation of reports and other materials for client meetings\r\ncollect the right documentation for opening new accounts and service requests\r\nplan team marketing events and maintain marketing materials\r\nprovide the team with a detailed calendar of activities\r\n\r\nJoin us\r\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.\r\nWe're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\r\nYour expertise\r\n\r\nideally 5+ years of experience in client service, within the finance sector\r\nBachelor degree preferred but not required\r\nexcellent communicator, with solid interpersonal skills and the ability to handle complex tasks with confidence\r\ndetail oriented (nothing gets past you)\r\nproficient in Microsoft Office Suite\r\n\r\nAbout us\r\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.\r\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.","datePosted":"2026-06-11T14:39:48.498Z","dateModified":"2026-06-11T14:39:48.498Z","hiringOrganization":{"@type":"Organization","name":"UBS","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Concord","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"a8b00f199ea2a8e6f2a124fc"},"url":"https://jobsearcher.com/jobs/a8b00f199ea2a8e6f2a124fc"}}