Client Associate Jobs
Client Associate jobs are open across wealth management, banking, brokerage, and financial services, from entry-level through senior associate, with specializations in investment support, client onboarding, and portfolio administration. Find a role that fits from the openings below and apply directly.
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Showing 5 of 1,160+ Client Associate jobs
Location: United States - California
Job Type: Full Time
Your role
Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?
We’re looking for a Client Associate to:
- Support the preparation of reports, presentations, and materials for client meetings
- Conduct basic research and analysis to support investment strategies and client discussions
- Assist in monitoring portfolios and tracking performance
- Be responsible for implementing investment actions in client portfolios
Your team
You’ll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
- Bachelor’s degree preferred
- Professional or academic experience in finance, research, or analytical roles
- Strong analytical skills with attention to detail
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a fast paced environment
- Skilled at time management and prioritizing various responsibilities
About us
UBS 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.
We 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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Danville min USD 55000 - max USD 75000 /annum
The 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.
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. 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.
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.
Location: United States - California
Job Type: Full Time
Your role
Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships?
We’re looking for a Client Associate to:
- Support the preparation of reports, presentations, and materials for client meetings
- Conduct basic research and analysis to support investment strategies and client discussions
- Assist in monitoring portfolios and tracking performance
- Be responsible for implementing investment actions in client portfolios
Your team
You’ll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
- Bachelor’s degree preferred
- Professional or academic experience in finance, research, or analytical roles
- Strong analytical skills with attention to detail
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a fast paced environment
- Skilled at time management and prioritizing various responsibilities
About us
UBS 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.
We 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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Danville min USD 55000 - max USD 75000 /annum
The 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.
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. 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.
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.
See All 1,160+ Client Associate Jobs
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Find Client Associate JobsClient Associate Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Morgan Stanley120
- Bank of America111
- JPMorganChase63
- CVS Health49
- Jackson Hewitt48
Top Industries Hiring
- Investment & Asset Management261
- Banking & Financial Services257
- Technology & Software128
- Consulting & Professional Services96
- Law & Legal Services95
What Employers Look For
The qualifications that appear most often in client associate jobs.
- Bachelor's degree in finance, business, or a related field
- Strong CRM and financial platform proficiency, including Salesforce or Salesforce Financial Services Cloud
- Series 7 and Series 66 licenses, or willingness to obtain within a set timeframe
- One to three years of client-facing experience in financial services or banking
- Demonstrated ability to manage high client contact volume with accuracy and professionalism
- Familiarity with brokerage operations, account documentation, and transfer of assets processes
Tips for Your Client Associate Job Search
Tailor your resume to the client
Client associate roles emphasize relationship support, not just administrative tasks. Highlight specific actions you took to retain clients, resolve account issues, or coordinate between advisors and clients. Quantify outcomes where you can, such as how many accounts you managed or onboarded.
Get your Series 7 or SIE early
Many client associate postings at broker-dealers require or strongly prefer the Securities Industry Essentials exam or Series 7 license. Passing even one before you apply signals commitment and removes a common hiring barrier before employers raise it.
Apply early to roles that fit
Migrate Mate lists client associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by firm type, not just title
A client associate at a registered investment advisory firm handles different tasks than one at a wirehouse or private bank. Decide whether your background fits fee-only advisory, commission-based brokerage, or institutional banking before targeting openings, so your cover letter speaks directly to the model.
Prepare for compliance screening questions
Interviewers at regulated firms routinely ask how you handled a client data error, a regulatory hold, or a suitability concern. Prepare one concrete example for each. Vague answers here raise more flags than in most other roles.
Negotiate your licensing support package
Once you have an offer, ask specifically whether the firm covers exam fees, study materials, and paid study time for licensing requirements. These benefits vary widely and rarely appear in job postings, so asking before you sign is the only way to know.
Client Associate Jobs: Frequently Asked Questions
Which companies are hiring the most client associates?
The companies hiring the most client associates right now include Morgan Stanley, Bank of America, and JPMorganChase, with the largest share of openings in New York, California, and Florida, based on current listings on Migrate Mate as of June 2026. Demand tends to be highest at full-service broker-dealers and registered investment advisory firms.
How many client associate jobs are remote?
About 20% of client associate openings are fully remote or hybrid as of June 2026, though the share varies by firm type and client segment. Roles focused on digital onboarding, back-office support, or high-net-worth correspondence tend to offer more location flexibility than branch-based positions.
How do you become a client associate?
Start by earning a bachelor's degree in finance, business, or economics, then build familiarity with CRM tools and financial account platforms. Pursue the Securities Industry Essentials exam before applying to broker-dealer roles. Apply to entry-level client associate or financial services associate positions, where you'll gain account management experience and typically complete required licensing within your first year.
Can you get hired as a client associate with little experience?
Yes, many firms hire client associates directly from college or from adjacent service roles such as banking, insurance, or customer success. Emphasize any experience managing sensitive information, resolving complex client requests, or working within regulated environments. Passing the Securities Industry Essentials exam before you apply is one of the most effective ways to stand out when your financial services experience is limited.
What does the client associate interview process look like?
Most client associate interviews follow a phone screen with HR, a panel or one-on-one interview with the hiring advisor or branch manager, and a final conversation that often includes a compliance or background review. Expect behavioral questions about client escalations, accuracy under pressure, and regulatory awareness. Some firms add a brief skills assessment covering financial terminology or CRM navigation.
Where can I find and apply to client associate jobs?
You can find and apply to client associate jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and apply directly to each one that fits.
See All 1,160+ Client Associate Jobs
Jump back to the full list of openings and apply to any client associate role that fits.
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