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Client Associate

Job in Everett, Snohomish County, Washington, 98213, USA
Listing for: UBS
Full Time position
Listed on 2026-07-22
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below

Responsibilities

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

Full Time

Location

Everett

Qualifications
  • Ideally 1-5 years relevant branch operations experience
  • High school diploma or equivalent (college degree a plus)
  • Proven written and verbal communication skill
  • 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 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.

Compensation

United States – Washington – Everett min USD 60,000 – max USD 70,000 / annum

Benefits

UBS offers a range of competitive benefits. For further information, visit  We may, at our sole discretion, provide additional variable compensation or awards.

Equal Opportunity Employer

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.

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Position Requirements
10+ Years work experience
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