Wealth Client Associate: Client Education & Admin Support

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

Job summary

UBS in Denver, CO seeks a Registered Client Associate to educate clients on account services, input client information into planning tools, and assist in preparing reports for client meetings. The role focuses on accuracy, data integrity, and securing proper documentation for new accounts and service requests.

You will support the team by organizing materials for client meetings, maintaining up-to-date client records in firm systems, and coordinating logistics for team activities while

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

Job description

UBS in Denver, CO seeks a Registered Client Associate to educate clients on account services, input client information into planning tools, and assist in preparing reports for client meetings. The role focuses on accuracy, data integrity, and securing proper documentation for new accounts and service requests.

You will support the team by organizing materials for client meetings, maintaining up-to-date client records in firm systems, and coordinating logistics for team activities while