Client Services Specialist

UBS; Denver (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Denver's Cherry Creek office is seeking a Client Associate to support client relationships, educate clients on account services, and help prepare materials for meetings.

You will maintain accurate client records, collect required documentation for new accounts, plan team marketing events, and provide the calendar of activities; a bachelor’s degree and strong MS Office skills are preferred. Join a global wealth manager that values collaboration and service.

Qualifications

• Bachelor degree preferred.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

• 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.

Skills

excellent communicator

detail oriented

interpersonal skills

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

UBS in Denver's Cherry Creek office is seeking a Client Associate to support client relationships, educate clients on account services, and help prepare materials for meetings.

You will maintain accurate client records, collect required documentation for new accounts, plan team marketing events, and provide the calendar of activities; a bachelor’s degree and strong MS Office skills are preferred. Join a global wealth manager that values collaboration and service.