Client Service Associate

Highline Wealth Management • Full-time • Denver, Colorado, United States • from $90k / year • 4w ago

Job description

Company Description

Highline Wealth Management is a team of advisors at UBS Wealth Management USA, a global leader in Wealth Management. UBS is exclusively dedicated to delivering exceptional wealth management as we have done for more than 160 years. Role Description This is a full-time Client Services Associate role at Highline Wealth Management, located in Denver, CO, with flexibility for some remote work.

As a Client Services Associate, you will be responsible for day-to-day client interactions, handling inquiries, resolving issues, and providing exceptional service. The role involves collaborating with internal teams to ensure client needs are met and maintaining accurate client records.

Qualifications Strong communication and interpersonal skills

-Ability to prioritize and multitask effectively

-Attention to detail and organizational skills

-Proficiency in Microsoft Office Suite Knowledge of financial services or wealth management is a plus

-Bachelor's degree in Finance, Business Administration, or related field Relevant securities licenses