Client Associate

Talentify; Everett (WA); On-site; USD 60,000 - 70,000; Full time

Job summary

UBS in Everett, WA seeks a client associate to support Wealth Management Americas. The role involves coordinating branch meetings, greeting clients at front desk, assisting in office operations, and handling licensing/registration admin for staff.

You'll plan team events, maintain materials, and provide the team with a detailed activity calendar. The ideal candidate has 1–5 years in branch operations, a high school diploma (college degree a plus), strong written and verbal communication, and a

Qualifications

• ideally 1-5 years relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

Responsibilities

• Coordinate and plan branch office business meetings and various activities
• Handle client facing tasks, greet clients at front -desk and assist in a variety of office operations
• Assist in the administrative aspects of licensing and registration for all registered employees
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Skills

Written and verbal communication

Client experience focus

Interpersonal skills

Independent, proactive

Education

High school diploma

College degree a plus

Job description

Open - UBS has a posting for this job. Posted 23 Aug 2026.

About this job

Job Reference #

337275BR

City

Job Type

Full Time

Key responsibilities

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

We're looking for a client associate to:

• Coordinate and plan branch office business meetings and various activities
• Handle client facing tasks, greet clients at front -desk and assist in a variety of office operations
• Assist in the administrative aspects of licensing and registration for all registered employees
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

The team

You’ll be working as part of 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 skills and experience

• ideally 1-5 years relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

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

• United States - Washington - Everett min USD 60000 - max USD 70000 /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.

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.