Client Services Associate, Wealth Management

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

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.