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U
UBS
Client Associate
Career Insights for Brokerage Clerk
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Scorecard
Based on Colorado data
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What they do
A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.
$77,373 / year median in Colorado
+6% projected growth
Job Description
United States•Colorado Business management, administration and support Global Wealth Management Job Reference # 341410BR City Colorado Springs Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Applications for this role can be submitted until September 13, 2026. Your team As a Client Associate, you'll play an important role within the team leading client service focus. Your expertise series 7 and 66 licenses (preferred) ideally 2 years of experience in client service, finance or banking sector preferred bachelor's degree (preferred, not required), focusing on financial market excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite About us UBS 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. We 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. How we hire We may request you to complete one or more assessments during the application process. Learn more Salary information The indicative gross base salary range as a full-time equivalent role: United States•Colorado•Colorado Springs min