Client Associate

UBS

  • Denver, CO
  • $55,000-65,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Business DivisionsGlobal Wealth ManagementYour roleWe're looking for a Client Associate to:
  • 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
Detailed salary information:
  • Denver: the salary range for this role is $55000 to $65000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit .Applications for this role can be submitted until September 21, 2025Function CategoryBusiness management, administration and supportJoin usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can alwaysYour teamYou'll be working with a wealth management team in Denver. As a Client Associate, you'll play an important role in the success of the team.Your expertise
  • series 7 and 66 licenses (for registered CSAs only)
  • ideally 5 years of experience in client service, within the finance sector
  • [bachelor degree preferred], focusing on finance
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite
About usUBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.We have a presence in all major financial centers in more than 50 countries.How we hireWe may request you to complete one or more assessments during the application process.Salary informationUS Only: The expected salary range for this role is $55000 to $65000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

UBS