Mid Level Client Associate Jobs
Mid level client associate jobs go to professionals ready to own client relationships end to end, guide junior teammates, and make service decisions with limited oversight. Hiring covers Investment & Asset Management, Banking & Financial Services, and Technology & Software, with a mix of on-site, remote, and hybrid openings at employers like JPMorganChase, Raymond James, and Citi competing for client associates at this level now.
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Showing 5 of 32+ Mid Level Client Associate jobs
Location: La Jolla, California
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You’ll be working in the with a fast growing UBS Wealth Management team located in the La Jolla, CA branch.
Your expertise
- series 7 and 66 licenses
- ideally 5 years of experience in client service, within the finance sector
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - La Jolla min USD 65000 - max USD 85000 /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.
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: La Jolla, California
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You’ll be working in the with a fast growing UBS Wealth Management team located in the La Jolla, CA branch.
Your expertise
- series 7 and 66 licenses
- ideally 5 years of experience in client service, within the finance sector
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - La Jolla min USD 65000 - max USD 85000 /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.
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.
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Who's Hiring
Top Industries Hiring
- Investment & Asset Management13
- Banking & Financial Services12
- Technology & Software4
- Fintech2
- Construction & Real Estate2
Mid Level Client Associate Jobs: Frequently Asked Questions
How do I get a mid level client associate job?
Position yourself around ownership, not just execution. Highlight accounts you managed independently, problems you resolved without escalating, and any process improvements you drove. Employers hiring at this level want evidence that you can hold a client relationship together on your own, so lead your resume and cover letter with outcomes, not just responsibilities.
Which companies hire mid level client associates?
Companies hiring mid level client associates right now include JPMorganChase, Raymond James, and Citi, based on current listings on Migrate Mate as of August 2026. At this experience level, hiring tends to come from firms with established client service teams that need professionals who can step in with minimal ramp time and own a defined book of accounts.
Are there remote mid level client associate jobs?
Yes, though availability varies by industry and employer type. About 17% of mid level client associate openings are remote or hybrid as of August 2026, reflecting strong demand from financial services, technology, and consulting firms that manage client relationships across distributed teams. Filtering by work setting on Migrate Mate lets you see only the formats that fit your situation.
How do I move up to a mid level client associate role?
The path typically runs through deepening your expertise in one or two service areas, taking ownership of increasingly complex client situations, and demonstrating measurable impact such as retention improvements or expanded account scope. Professionals who move up fastest tend to seek out stretch assignments early, ask for direct client exposure, and document outcomes clearly so their growth is visible to hiring managers.
Which industries hire the most mid level client associates?
Mid Level client associate roles concentrate in Investment & Asset Management, Banking & Financial Services, and Technology & Software, based on current listings on Migrate Mate as of August 2026. These sectors tend to drive consistent hiring at this level because their client relationships require sustained, knowledgeable service over time rather than one-time transactions, making experienced associates central to retention and growth.