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Wealth Management Client Associate

Job in Bloomington, Hennepin County, Minnesota, USA
Listing for: UBS
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

UBS, a global wealth manager, seeks a Client Associate for our Bloomington, Minnesota office. You will support the Jenson Wealth Management team by delivering responsive client service and handling day-to-day details to ensure a seamless client experience.

The role emphasizes strong communication, attention to detail, and collaboration with the team in serving clients and gathering information to address client priorities within the full financial picture.

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Position Requirements
10+ Years work experience
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