Wealth Client Services Specialist

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

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