Client Associate

About the role

We're looking for a client associate to:

• Coordinate and plan branch office business meetings and various activities
• Handle client-facing tasks, greet clients at the 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

About the team

You’ll be working as part of Wealth Management Americas. We help high-net-worth and ultra-high-net-worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Requirements

• 1-5 years of relevant branch operations experience
• 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 who is comfortable managing complex and evolving situations

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Pay

The indicative gross base salary range for this full-time role in Everett, Washington is USD 60,000 – 70,000 per annum. The expected salary for this role will be determined by relevant factors which may include but are not limited to role-required experience, qualifications, education, location, and skill level.

UBS offers a range of competitive benefits, and additional variable compensation or awards may be provided at our sole discretion. For further information, visit ubs.com/employee-benefits.