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Financial Client Associate - Wealth & Client Services

Job in Jackson, Clarke County, Alabama, 36545, USA
Listing for: UBS
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below

UBS in Jackson, MS is seeking a motivated client service professional with Series 7 and 66 licenses (or pursuing) and 2–4 years in finance client service. The role emphasizes clear communication, attention to detail, and strong Excel/MS Office skills to support advisors and clients.

You will join a global wealth manager with a collaborative culture and opportunities to grow, while delivering exceptional service in a fast-paced financial environment.

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Position Requirements
10+ Years work experience
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