We're looking for a PART-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.

Are you a highly motivated person with a positive outlook and eagerness to serve?

We’re looking for Client Associate to:

• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for opening new accounts and service requests
• Educate clients transitioning to online services and instruct mobile application capabilities
• Maintain a high level of company product knowledge to effectively answer customer queries
• Accurately process and follow up on disbursements
• Enter client data in company software systems
• Assist the team with delegated assignments by branch management

Detailed salary information:
• Pasadena: the salary range for this role is $55000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

317171BR

City

Pasadena

Job Type

Part Time

Your team

You'll be working part-time in the Pasadena, CA office where we provide advice-based solutions.

Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

Your expertise

• Bachelors degree preferred but not required
• Ideally 1-5 years of experience in client service, within the finance sector
• Personable, attentive, and detail oriented
• Excellent communicator, with solid interpersonal skills
• Ability to prioritize and multitask
• Willingness to achieve goals and self-improvement
• Proficient in Microsoft Office Suite
Series 7 & 66 licenses as well as Life and Health insurance preferred but not required

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $55000 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At 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. 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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS 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.