Client Associate

Your role We’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 Job Type Full Time Job Reference

337046BR

City Seattle Your team You’ll be working in the Seattle office, supporting a Wealth Management team in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care. Your expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 1-3 years of experience in client service, within the finance sector Bachelor degree preferred, focusing on Business or Finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Salary information The indicative gross base salary range as a full-time equivalent role: United States - Washington - Seattle, min USD 60,000 - max USD 70,000 / 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 for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr UBS