{"schemaVersion":"jobsearcher.job.v1","id":"f9e012f45d99e92dec7f4c99","url":"https://jobsearcher.com/jobs/f9e012f45d99e92dec7f4c99","canonicalUrl":"https://jobsearcher.com/jobs/f9e012f45d99e92dec7f4c99","title":"Client Associate","description":"United States - Idaho\nManagement and Business Support\nGlobal Wealth Management\nJob Reference #\n339368BR\nCity\nKetchum\nJob Type\nFull Time\nYour role\nA Client Associate services clients and provides operational and administrative support to Financial Advisors.\n\nKey Responsibilities:\n\nEducate clients on account services and capabilities\nInput data in to financial planning tools\nAssist with the preparation of reports and other materials for client meetings\nEnsure appropriate documentation is collated for new accounts and service request\nYour team\nYou'll be working in the Sun Valley Private Wealth office.\n\nKey Deliverables:\n\nLeverage communications channels to enhance relationships with clients\nMaintain management systems with up to date client information\nOrganize logistics for team marketing events and maintain marketing materials\nProvide team with calendar detailing daily, weekly and monthly activities\nIdentify service opportunities for clients.\nYour expertise\nClient Focus\nRisk & Professional Behavior\nTeamwork and Collaboration\nIntegrating Diversity\nCommunication and Impact\nDrive and Commitment\nPlanning and Organizing\nProblem Analysis\nAbout us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\nWe know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.\nHow we hire\nWe may request you to complete one or more assessments during the application process. Learn more\nJoin us\nAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS 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.","company":"Ub","rawCompany":"ub","city":"Ketchum","state":"ID","isRemote":false,"isActive":false,"createdAt":"2026-08-04T17:20:25.283Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"522110","title":"Commercial Banking","slug":"commercial-banking"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate","description":"United States - Idaho\nManagement and Business Support\nGlobal Wealth Management\nJob Reference #\n339368BR\nCity\nKetchum\nJob Type\nFull Time\nYour role\nA Client Associate services clients and provides operational and administrative support to Financial Advisors.\n\nKey Responsibilities:\n\nEducate clients on account services and capabilities\nInput data in to financial planning tools\nAssist with the preparation of reports and other materials for client meetings\nEnsure appropriate documentation is collated for new accounts and service request\nYour team\nYou'll be working in the Sun Valley Private Wealth office.\n\nKey Deliverables:\n\nLeverage communications channels to enhance relationships with clients\nMaintain management systems with up to date client information\nOrganize logistics for team marketing events and maintain marketing materials\nProvide team with calendar detailing daily, weekly and monthly activities\nIdentify service opportunities for clients.\nYour expertise\nClient Focus\nRisk & Professional Behavior\nTeamwork and Collaboration\nIntegrating Diversity\nCommunication and Impact\nDrive and Commitment\nPlanning and Organizing\nProblem Analysis\nAbout us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\nWe know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.\nHow we hire\nWe may request you to complete one or more assessments during the application process. Learn more\nJoin us\nAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.\nWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\nDisclaimer / Policy statements\nUBS 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.","datePosted":"2026-08-04T17:20:25.283Z","dateModified":"2026-08-04T17:20:25.283Z","hiringOrganization":{"@type":"Organization","name":"Ub","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ketchum","addressRegion":"ID","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"f9e012f45d99e92dec7f4c99"},"url":"https://jobsearcher.com/jobs/f9e012f45d99e92dec7f4c99"}}