Client Associate
Job in
Everett, Snohomish County, Washington, 98213, USA
Listed on 2026-07-22
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
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
Full Time
LocationEverett
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
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.
CompensationUnited States – Washington – Everett min USD 60,000 – max USD 70,000 / annum
BenefitsUBS offers a range of competitive benefits. For further information, visit We may, at our sole discretion, provide additional variable compensation or awards.
Equal Opportunity EmployerUBS 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-LjbffrPosition Requirements
10+ Years
work experience
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