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Client Services Associate — Finance & Meetings
Job in
Darien, Fairfield County, Connecticut, 06820, USA
Listed on 2026-02-12
Listing for:
UBS
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading global wealth manager is seeking a Client Associate in Greenwich, CT. This position requires 1-3 years of client service experience, ideally in the finance sector, and a Bachelor's Degree in Finance or Business Management. Responsibilities include keeping client information up-to-date, educating clients on services, and helping prepare reports. The salary range for this role is $65,000 to $75,000, with eligibility for discretionary incentives.
This role offers a dynamic work environment and opportunities for growth.
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Position Requirements
10+ Years
work experience
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