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Client Associate Jobs in Berkeley, CA (NOW HIRING)

UBS

Registered Client Associate

San Francisco, CA · On-site

$72K - $80K/yr

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 ...

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Client Associate information

See Berkeley, CA salary details

$22.7K

$62.4K

$92.4K

How much do client associate jobs pay per year?

As of Jun 30, 2026, the average yearly pay for client associate in Berkeley, CA is $62,403.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $75,900.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Berkeley, CA? The most popular types of Client jobs in Berkeley, CA are:
What job categories do people searching Client Associate jobs in Berkeley, CA look for? The top searched job categories for Client Associate jobs in Berkeley, CA are:
What cities near Berkeley, CA are hiring for Client Associate jobs? Cities near Berkeley, CA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Berkeley, CA as of June 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 79% In-person, 17% Hybrid, and 4% Remote job distribution, with an average salary of $62,403 per year, or $30 per hour.
Registered Client Associate

Registered Client Associate

UBS

San Francisco, CA • On-site

$72K - $80K/yr

Full-time

Posted 24 days ago

Key responsibilities

  • 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, tracking performance, and implementing investment actions in client portfolios.

Job description

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
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.
Your team
You'll be working as part of Private Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
• Series 7 and 66 licenses preferred
• 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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 72500 - max USD 80000 /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.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and 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. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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