Client Associate

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

Job summary

UBS in Everett, WA is seeking an energetic office administrator to coordinate branch operations, greet clients at the front desk, and support a busy wealth management team with professionalism and warmth.

You will assist in licensing and registration tasks for all staff, plan team marketing events, manage calendars, and ensure smooth day-to-day office operations while delivering exceptional client service in a fast paced environment.

Qualifications

• 1-5 years branch operations experience preferred
• High school diploma or equivalent (college degree a plus)
• Proven written and verbal communication skills
• Independent, motivated, proactive and focused to take action
• Passionate about the client experience with strong interpersonal skills
• Self-starter comfortable managing complex and evolving situations

Responsibilities

• Coordinate and plan branch office meetings and activities
• Greet clients at front desk and assist in office operations
• Assist with licensing and registration administration for staff
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Skills

Branch operations

Client service

Communication

Independent

Interpersonal skills

Self-starter

Education

High school diploma or equivalent

Job description

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

Job Type

Full Time

Location

Everett

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

About 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.

Compensation

United States – Washington – Everett min USD 60,000 – max USD 70,000 / annum

Benefits

UBS offers a range of competitive benefits. For further information, visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Equal Opportunity Employer

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.