Client Associate

Your Role

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Job Type: Full Time

Job Reference #: 338017

City:
Boulder

Your team:
You’ll be working in the Boulder office.

Applications are accepted until June 30, 2026.

• 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

• Leverage communications 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 team with calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients

• Client Focus
• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem Analysis

Indicative gross base salary range for Colorado, Boulder: min USD 55,000 – max USD 65,000 per annum.

UBS offers a range of competitive benefits. For more information, visit

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.