Client Associate

UBS; Colorado Springs (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Colorado Springs is seeking a Client Associate to help keep client information up-to-date, educate clients on account services, and support meetings with prepared materials. You will collect documentation for new accounts and service requests, plan team marketing events, and maintain calendars.

The role emphasizes strong communication, interpersonal skills, and proficiency with Microsoft Office Suite to drive client service excellence.

Qualifications

• 2 years of experience in client service, finance or banking preferred.
• Bachelor's degree preferred.
• Excellent communicator with solid interpersonal skills and attention to detail.
• Proficiency in Microsoft Office Suite for reporting and documentation.

Responsibilities

• 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

Skills

Excellent communication

Interpersonal skills

Detail oriented

Education

Bachelor's degree (preferred, not required)

Series 7 license (preferred, not required)

Series 66 license (preferred, not required)

Tools

Microsoft Office Suite

Job description

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a 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

Applications for this role can be submitted until September 13, 2026.

Your team

As a Client Associate, you’ll play an important role within the team leading client service focus.

Your expertise

• series 7 and 66 licenses (preferred)
• ideally 2 years of experience in client service, finance or banking sector preferred
• bachelor's degree (preferred, not required), focusing on financial market
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

Salary information

• United States - Colorado - Colorado Springs 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.

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.