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Client Associate, Wealth Management & Client Services

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: UBS
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading global wealth management firm in Greenwich is seeking a Client Associate. This role involves maintaining client management systems, educating clients on services, and supporting marketing efforts. The ideal candidate will have 1-3 years of client service experience in finance, a Bachelor's Degree, and excellent communication skills. The expected salary range for this position is $65,000 to $75,000, with additional potential incentives.

This position is full-time, emphasizing collaboration and personal development.
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Position Requirements
10+ Years work experience
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