Client Associate

UBS; Las Vegas (NV); On-site; USD 60,000 - 80,000; Full time

Job summary

UBS in Las Vegas is seeking a Client Associate to support Financial Advisors with client education, data entry, and meeting preparation. The role emphasizes accuracy, client focus, and teamwork in a fast-paced Wealth Management environment.

The position involves handling client documentation, supporting account services, and coordinating team activities from the Summerlin office. Strong communication and organizational skills are essential.

Qualifications

• Client-focused service approach.
• Ability to handle risk and maintain professional behavior.
• Collaborative team player with strong communication.
• Demonstrates diversity integration in work and client interactions.
• Clear, impactful communication with clients and colleagues.
• Shows drive, commitment and ownership of tasks.
• Strong planning and organizing capabilities.
• Analytical problem-solving for client issues.

Responsibilities

• Educate clients on account services and capabilities.
• Input data into financial planning tools.
• Assist with preparation of reports and materials for client meetings.
• Ensure documentation is complete for new accounts and service requests.
• Maintain up-to-date client information in management systems.
• Organize logistics for team marketing events and materials.
• Provide calendar of daily, weekly and monthly activities for the team.
• Identify service opportunities for clients.

Skills

Client Focus

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem Analysis

Job description

About this job

Job Reference #: 341598BR

City: Las Vegas

Job Type: Full Time

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.

The team

You’ll be working in the Summerlin office.

• Leverage communications channels to enhance relationships with clients
• Maintain management systems with up to date client information
• Organize logistics for team marketing events and maintain marketing materials
• Provide team with calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients.

Your skills and experience

• Client Focus
• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem Analysis

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.

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.