Wealth Client Experience Coordinator

Talentify; Everett (WA); On-site; USD 60,000 - 70,000; Full time

Job summary

UBS in Everett, WA seeks a client associate to support Wealth Management Americas. The role involves coordinating branch meetings, greeting clients at front desk, assisting in office operations, and handling licensing/registration admin for staff.

You'll plan team events, maintain materials, and provide the team with a detailed activity calendar. The ideal candidate has 1–5 years in branch operations, a high school diploma (college degree a plus), strong written and verbal communication, and a

Qualifications

• ideally 1-5 years relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

Responsibilities

• Coordinate and plan branch office business meetings and various activities
• Handle client facing tasks, greet clients at front -desk and assist in a variety of office operations
• Assist in the administrative aspects of licensing and registration for all registered employees
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Skills

Written and verbal communication

Client experience focus

Interpersonal skills

Independent, proactive

Education

High school diploma

College degree a plus

Job description

UBS in Everett, WA seeks a client associate to support Wealth Management Americas. The role involves coordinating branch meetings, greeting clients at front desk, assisting in office operations, and handling licensing/registration admin for staff.

You'll plan team events, maintain materials, and provide the team with a detailed activity calendar. The ideal candidate has 1–5 years in branch operations, a high school diploma (college degree a plus), strong written and verbal communication, and a