Wealth Management Client Services Associate
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Banking & Finance, Financial Services
UBS, a leading global wealth manager, is seeking a Client Service Associate to join the Alpine Wealth Management team in Concord, NH. You will keep client records up to date, educate clients on account services, and assist with reports for client meetings.
Ideal candidates have 5+ years in client service in finance, strong communication and interpersonal skills, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree is preferred but not required.
We would love to welcome a new Wealth Management Client Services Associate to our group in Concord, NH, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Concord, NH, United States.
This opportunity is part of our work in Sales.
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