Client Experience Associate - Wealth Management

Talentify; McLean (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in McLean, VA is seeking a Client Associate to support relationship managers by keeping client data up to date, educating clients on account services, and preparing materials for client meetings. You will also collect documentation for new accounts, assist with planning team events, and maintain calendars, contributing to a proactive, service-oriented team in a global bank.

Strong communication and organizational skills are essential to provide responsive service and reliable administrative

Qualifications

• Must demonstrate risk awareness and professional conduct in client interactions.
• Ability to work collaboratively with teams and clients to achieve goals.
• Commitment to embracing diverse perspectives and inclusive practices.
• Clear, effective communication and impact in written and verbal form.
• Demonstrated drive, perseverance, and accountability in tasks.
• Strong planning and organizational skills to manage multiple priorities.
• Analytical thinking to identify issues and derive solutions.

Responsibilities

• Keep client information in management systems up-to-date.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect documentation required 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

Risk & Professional Behavior

Teamwork and Collaboration

Diversity & Inclusion

Communication & Impact

Drive & Commitment

Planning & Organizing

Problem Analysis

Job description

UBS in McLean, VA is seeking a Client Associate to support relationship managers by keeping client data up to date, educating clients on account services, and preparing materials for client meetings. You will also collect documentation for new accounts, assist with planning team events, and maintain calendars, contributing to a proactive, service-oriented team in a global bank.

Strong communication and organizational skills are essential to provide responsive service and reliable administrative