Client Associate

UBS; Las Vegas (NV); On-site; USD 50,000 - 65,000; Full time

Job summary

UBS in Las Vegas (Summerlin office) is seeking a Client Associate to support Financial Advisors by handling client education, data entry, and preparation of materials for client meetings.

You will help maintain client records, coordinate with teams, and ensure timely execution of service requests while upholding a high standard of professionalism and compliance in a fast-paced wealth management environment.

Qualifications

• Experience delivering client-focused service and building relationships.
• Ability to organize data and support financial planning workflows.
• Strong communication and collaborative skills.
• Attention to detail in documentation and reports.

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 collated for new accounts and service requests

Skills

Client focus

Communication

Teamwork

Organization

Problem solving

Attention to detail

Job description

Your role

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities

• 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.

Job Type

Full Time

Job Reference

341598BR

City

Las Vegas

Your team

You'll be working in the Summerlin office.

Key Deliverables

• 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 expertise

• 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.

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.

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.