Client Services Associate, Wealth Management

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

Job summary

UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests.

You’ll also help plan team marketing events and maintain marketing materials. You will provide the team with a detailed calendar of activities and collaborate with colleagues to deliver excellent client service from the McLean

Qualifications

• Risk awareness and professional behavior expectations for client-facing roles.
• Strong teamwork and collaboration across teams to serve clients.
• Commitment to diversity and inclusive approaches in service.
• Clear communication with clients and internal teams, with impact.
• Ability to plan and organize events and activities.
• Analytical thinking for client needs and documentation.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.

Skills

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem Analysis

Job description

UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests.

You’ll also help plan team marketing events and maintain marketing materials. You will provide the team with a detailed calendar of activities and collaborate with colleagues to deliver excellent client service from the McLean