Client Associate
UBS
Denver, CO0–2 yrs19m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- Microsoft OfficeCustomer service
- Work
- On-site in Denver
- Pay
- Not stated by the employer.
- Skill demand
- Customer service70%Microsoft Office47%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
A Client Associate services clients and provides operational and administrative support to Financial Advisors. You’ll support the needs of high-net-worth and ultra-high-net-worth clients and their families. As a Client Associate, you’ll play an important role in supporting client relationships, coordinating service needs, and helping ensure a seamless client experience.
Key Responsibilities
- Educate clients on account services and capabilities
- Input data into financial planning tools
- Assist with the preparation of reports and other materials for client meetings
- Ensure appropriate documentation is collated for new accounts and service requests
Requirements & Tech Stack
- Proficiency in Microsoft Office
- Comfort learning financial services systems
Qualifications
- Strong client service and interpersonal skills
- Excellent communication and attention to detail
- Highly organized with the ability to manage multiple priorities
- Proactive, responsive, and solutions-oriented
- Ability to work effectively in a fast-paced, team-oriented environment
- Financial services or wealth management experience preferred
Indicative gross base salary range: United States - Colorado - Denver min USD 65,000 - max USD 85,000 /annum