Wealth Management Client Associate

UBS; Seattle (WA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations.

Ideal candidates will have 3-7 years in client service within finance, a finance-focused Bachelor’s degree, and strong communication and organizational skills, with proficiency in MS Office.

Qualifications

• Ideally 3-7 years of experience in client service within the finance sector.
• Bachelor degree preferred, focusing on finance or related field.
• Excellent communicator with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports and other materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service experience

Finance knowledge

Excellent communicator

Detail oriented

MS Office

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations.

Ideal candidates will have 3-7 years in client service within finance, a finance-focused Bachelor’s degree, and strong communication and organizational skills, with proficiency in MS Office.