Wealth Management Client Services Associate
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
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.
This role, Wealth Management Client Services Associate at UBS, could be your next move.
Join UBS and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Client Services Associate role at UBS, based in Concord, NH, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).