Registered Client Associate

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

Job summary

UBS in Denver is seeking a full-time Client Services Associate to educate clients on account services and capabilities, and to input client data into our planning tools. You will assist in preparing materials for client meetings and ensure all documents are gathered for new accounts and service requests.

Join UBS to support a high-touch wealth management team, maintain accurate client records, coordinate with the team on marketing logistics, and identify service opportunities while upholding

Qualifications

• Client-focused with strong communication and organizational skills.
• Ability to analyze problems and plan actions.
• Commitment to diversity and teamwork.
• Licensing preferred.

Responsibilities

• Educate clients on account services and capabilities.
• Input client information into planning tools.
• Assist with preparation of reports for client meetings.
• Ensure documentation for new accounts and service requests.

Skills

Client Focus

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem analysis

Licensing preferred

Job description

Job Type

Full Time

Job Reference #

344233BR

City

Denver

Key Responsibilities

• Educate clients on account services and capabilities
• Input client information into the financial planning tools and Firm tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service request

The team

• Leverage communication channels to enhance relationships with clients
• Maintain management systems with up to date client information
• Organize logistics for team marketing events and maintain marketing materials
• Provide team with calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients

Your Skills And Experience

• Client Focus
• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem analysis
• Licensing preferred

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - Colorado - Denver min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.