Wealth Client Experience Specialist
Listed on 2026-10-11
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
UBS is seeking a Client Service Associate in Bloomington to deliver a best-in-class client experience, manage client accounts, and handle deposits and distributions with precision. The role emphasizes strong communication, attention to detail, and efficient administrative support in a financial services setting.
The ideal candidate will hold Series 7/66 licenses (or be willing to obtain after hire), have 5 years' client service experience in finance, and possess a finance/business-oriented
As a Wealth Client Experience Specialist, you will play an important part at UBS in Bloomington, IN, United States.
We are seeking a motivated Wealth Client Experience Specialist to join UBS in Bloomington, IN, United States.
Consider building your career as a Wealth Client Experience Specialist at UBS.
The Wealth Client Experience Specialist position in the Sales field is open for applications.
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