Key responsibilities
• Deliver high-quality client service while providing operational and administrative support to Financial Advisors.
• Educate clients on account services, capabilities, and available resources.
• Enter and maintain accurate client information in financial planning and firm systems.
• Prepare reports, presentations, and other materials for client meetings.
• Gather and ensure completion of appropriate documentation for new accounts and client service requests.
• Maintain current client information within management systems.
• Proactively identify client service opportunities and support relationship-building efforts.
• Coordinate team marketing events and maintain associated marketing materials.
• Maintain calendars and organize daily, weekly, and monthly team activities.
• Use appropriate communication channels to strengthen and enhance client relationships.
Applications for this role can be submitted until Jan 11, 2027.
The team
You'll join a collaborative Private Wealth Management team focused on delivering a highly personalized client experience. Working closely with Financial Advisors and other team members, you'll support the complex needs of high-net-worth and ultra-high-net-worth clients and their families. As a senior registered member of the team, you'll play an important role in strengthening client relationships, anticipating service needs, and helping ensure seamless execution across the practice.
Your skills and experience
• Series 7 and Series 66, or Series 7 with Series 65/63, required.
• 5+ years of financial services and client service experience.
• Strong communication, relationship management, and organizational skills.
• Proven ability to deliver a high-touch client experience and anticipate client needs.
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and financial services systems.
• Collaborative, proactive, and comfortable supporting complex client relationships.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Colorado - Denver min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
About BANK-now
BANK-now is a subsidiary of UBS and one of Switzerland's leading credit and leasing specialists. We have been providing consumer loans for individuals and leasing solutions for individuals and companies since 2007. Our head office is located in Zurich, with branches across Switzerland and more than 300 employees dedicated to serving our customers. Learn more about us: bank-now.ch/jobs-and-careers
