Wealth Management Client Associate: Service
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-27
Listing for:
UBS
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
UBS in Clayton, MO is seeking a Client Associate to support the Wealth Management team. You’ll guide new clients through onboarding, manage high-priority transactions, and help maintain accurate records to deliver a premium client experience.
The role emphasizes client service, regulatory readiness, and clear communication. Candidates typically have 2–5 years in finance client service, a Bachelor's degree, and may hold Series 7/66 licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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