Wealth Management Client Experience Coordinator

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

Job summary

UBS in Everett, WA is seeking an energetic office administrator to coordinate branch operations, greet clients at the front desk, and support a busy wealth management team with professionalism and warmth.

You will assist in licensing and registration tasks for all staff, plan team marketing events, manage calendars, and ensure smooth day-to-day office operations while delivering exceptional client service in a fast paced environment.

Qualifications

• 1-5 years branch operations experience preferred
• High school diploma or equivalent (college degree a plus)
• Proven written and verbal communication skills
• Independent, motivated, proactive and focused to take action
• Passionate about the client experience with strong interpersonal skills
• Self-starter comfortable managing complex and evolving situations

Responsibilities

• Coordinate and plan branch office meetings and activities
• Greet clients at front desk and assist in office operations
• Assist with licensing and registration administration for staff
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Skills

Branch operations

Client service

Communication

Independent

Interpersonal skills

Self-starter

Education

High school diploma or equivalent

Job description

UBS in Everett, WA is seeking an energetic office administrator to coordinate branch operations, greet clients at the front desk, and support a busy wealth management team with professionalism and warmth.

You will assist in licensing and registration tasks for all staff, plan team marketing events, manage calendars, and ensure smooth day-to-day office operations while delivering exceptional client service in a fast paced environment.