From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
The Client Associate provides operational and administrative support to Financial Advisors while assisting with client account services and documentation.
They are responsible for inputting data into financial planning tools and preparing materials for client meetings.
What you need
Candidates should possess strong interpersonal skills, excellent attention to detail, and proficiency in Microsoft Office.
Previous experience in financial services or wealth management is preferred.
KEY RESPONSIBILITIES
A Client Associate services clients and provides operational and administrative
support to Financial Advisors.
• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service
request.
Applications for this role can be submitted until Jan 4,2027
THE TEAM
You’ll join a collaborative Private Wealth Management team focused on delivering
a highly personalized client experience. Working closely with Financial Advisors
and other team members, you’ll support the needs of high-net-worth and
ultra-high-net-worth clients and their families. As a Client Associate, you’ll
play an important role in supporting client relationships, coordinating service
needs, and helping ensure a seamless client experience.
YOUR SKILLS AND EXPERIENCE
• Strong client service and interpersonal skills.
• Excellent communication and attention to detail.
• Highly organized with the ability to manage multiple priorities.
• Proactive, responsive, and solutions-oriented.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Proficiency in Microsoft Office and comfort learning financial services
systems.
• Financial services or wealth management experience preferred.
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 [https://www.ubs.com/careers].
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
• United States - Colorado - Denver 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
[https://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. [https://www.ubs.com/global/en/careers/search-jobs/support.html]
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.
