{"schemaVersion":"jobsearcher.job.v1","id":"c292c20f5bf8f247d7316d2b","url":"https://jobsearcher.com/jobs/c292c20f5bf8f247d7316d2b","canonicalUrl":"https://jobsearcher.com/jobs/c292c20f5bf8f247d7316d2b","title":"Client Associate","description":"Overview\r\nYour role: Are you truly service oriented? Do you know how to take care of people?\r\nWe're looking for a Client Associate to support client service within a wealth management branch office. The role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, assisting with reports for client meetings, collecting documentation for opening new accounts and service requests, planning team marketing events, and maintaining marketing materials.\r\nResponsibilities\r\nKeep management systems up-to-date with client information\r\nEducate clients on account services and capabilities\r\nAssist 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\nQualifications\r\nIdeally 2+ years of experience in client service, within the finance sector\r\nBachelor degree preferred, focusing on finance\r\nExcellent communicator, with solid interpersonal skills\r\nDetail oriented (nothing gets past you)\r\nProficient in Microsoft Office Suite\r\nJob Details\r\nJob Type: Part Time\r\nCity: Indian Wells\r\nJob Reference #: 334669BR\r\nEqual Opportunity\r\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.\r\nJ-18808-Ljbffr","company":"UBS","rawCompany":"ubs","city":"Indio","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-07-15T03:00:37.815Z","occupations":[{"code":"43-4141.00","title":"New Accounts Clerks","slug":"new-accounts-clerks"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"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":"561320","title":"Temporary Help Services","slug":"temporary-help-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate","description":"Overview\r\nYour role: Are you truly service oriented? Do you know how to take care of people?\r\nWe're looking for a Client Associate to support client service within a wealth management branch office. The role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, assisting with reports for client meetings, collecting documentation for opening new accounts and service requests, planning team marketing events, and maintaining marketing materials.\r\nResponsibilities\r\nKeep management systems up-to-date with client information\r\nEducate clients on account services and capabilities\r\nAssist 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\nQualifications\r\nIdeally 2+ years of experience in client service, within the finance sector\r\nBachelor degree preferred, focusing on finance\r\nExcellent communicator, with solid interpersonal skills\r\nDetail oriented (nothing gets past you)\r\nProficient in Microsoft Office Suite\r\nJob Details\r\nJob Type: Part Time\r\nCity: Indian Wells\r\nJob Reference #: 334669BR\r\nEqual Opportunity\r\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.\r\nJ-18808-Ljbffr","datePosted":"2026-07-15T03:00:37.815Z","dateModified":"2026-07-15T03:00:37.815Z","hiringOrganization":{"@type":"Organization","name":"UBS","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Indio","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"c292c20f5bf8f247d7316d2b"},"url":"https://jobsearcher.com/jobs/c292c20f5bf8f247d7316d2b"}}