Registered Client Associate
UBS
Denver, CO0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- MarketingOperations
- Work
- On-site in Denver
- Pay
- Not stated by the employer.
- Skill demand
- Operations30%Marketing27%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 4, 2026 · still open
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About the Role
- Job Type: Full Time
- Job Reference #: 344233BR
- City: Denver
- Indicative Gross Base Salary Range (full-time equivalent): USD 55,000 - 75,000 / annum
Key Responsibilities
- Educate clients on account services and capabilities.
- Input client information into the financial planning tools and Firm tools.
- Assist with the preparation of reports and other materials for client meetings.
- Ensure appropriate documentation is collated for new accounts and service requests.
- Leverage communication channels to enhance relationships with clients.
- Maintain management systems with up-to-date client information.
- Organize logistics for team marketing events and maintain marketing materials.
- Provide the team with a calendar detailing daily, weekly, and monthly activities.
- Identify service opportunities for clients.
Requirements & Tech Stack
- Client Focus
- Risk & Professional Behavior
- Teamwork and Collaboration
- Integrating Diversity
- Communication and Impact
- Drive and Commitment
- Planning and Organizing
- Problem analysis
Qualifications
- Licensing preferred