Client Services Associate – Wealth Management

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

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.