Wealth Management Client Services Specialist

UBS in Lake Oswego is seeking a client service professional to support a team of financial advisors in the Pacific Northwest. You will educate clients on account services, help prepare reports for meetings, and collect documentation for new accounts and service requests.

You will also plan team marketing events and maintain marketing materials, providing the team with a detailed calendar of activities. Ideal candidates have 3–7 years of experience in client service within finance, a bachelor’s

We are seeking a motivated Wealth Management Client Services Specialist to join UBS in Lake Oswego, OR, United States.

For the Wealth Management Client Services Specialist position at UBS, we are reviewing applications now.

Step into the Wealth Management Client Services Specialist role at UBS in Lake Oswego, OR, United States and grow with us.