Adelaide Siers
Client Associate at UBS
- Role
- Client Services Associate at 瑞銀環球資產管理
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Adelaide Siers
Hello! My name is Adelaide Siers, and I am a Registered Client Service Associate with the…
Experience
Client Services Associate
Jul 2025 — Present · Everett, WA, US
As a Client Service Associate, I support a high-performing advisory team by keeping client experiences smooth, personal, and strategic. I work closely with both clients and my advisory team to ensure daily operations run seamlessly while also helping build long-term financial strategies.My role blends relationship management with technical support—I assist in preparing investment proposals, building financial plans, and developing customized solutions that reflect each client’s goals. I also coordinate meetings, maintain internal systems, process account requests, and make sure every touchpoint with our team feels intentional and high-quality.
Education
Kings Jr-Sr High School
GED
Washington State University
Bachelor of Arts - BA
2021 — 2025
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