Client Associate

UBS; Salt Lake City (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

UBS in Salt Lake City seeks a Client Associate to deliver service excellence for clients and collaborate with the local team. You will keep client records current, educate clients on services, and support meeting preparation with accurate materials while ensuring smooth account openings and service requests.

Ideal candidate has 1–3 years in client service within finance, a bachelor’s degree, and strong communication and interpersonal skills. Proficiency with Microsoft Office is expected.

Qualifications

• 1–3 years of experience in client service within the finance sector.
• Bachelor degree preferred in finance, business administration, or related field.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; reliable and accurate in handling information.
• Proficient in Microsoft Office Suite and standard office tools.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist with preparation of reports and materials for client meetings.
• Collect 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

Communication

Attention to detail

Client service

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

346415BR

City

Salt Lake City

Key Responsibilities

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

The team

You'll be working in the Salt Lake City office.

Your Skills And Experience

• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on finance, business administration, or related field
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.

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.