Client Services Specialist for Financial Advisors

UBS; Las Vegas (NV); On-site; USD 60,000 - 80,000; Full time

Job summary

UBS in Las Vegas is seeking a Client Associate to support Financial Advisors with client education, data entry, and meeting preparation. The role emphasizes accuracy, client focus, and teamwork in a fast-paced Wealth Management environment.

The position involves handling client documentation, supporting account services, and coordinating team activities from the Summerlin office. Strong communication and organizational skills are essential.

Qualifications

• Client-focused service approach.
• Ability to handle risk and maintain professional behavior.
• Collaborative team player with strong communication.
• Demonstrates diversity integration in work and client interactions.
• Clear, impactful communication with clients and colleagues.
• Shows drive, commitment and ownership of tasks.
• Strong planning and organizing capabilities.
• Analytical problem-solving for client issues.

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 complete for new accounts and service requests.
• Maintain up-to-date client information in management systems.
• Organize logistics for team marketing events and materials.
• Provide calendar of daily, weekly and monthly activities for the team.
• Identify service opportunities for clients.

Skills

Client Focus

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem Analysis

Job description

UBS in Las Vegas is seeking a Client Associate to support Financial Advisors with client education, data entry, and meeting preparation. The role emphasizes accuracy, client focus, and teamwork in a fast-paced Wealth Management environment.

The position involves handling client documentation, supporting account services, and coordinating team activities from the Summerlin office. Strong communication and organizational skills are essential.