Finance Client Services Specialist
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-06-26
Listing for:
UBS
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
UBS in Lexington is seeking a full-time Client Service Associate to keep management systems updated and provide client education on account services. The role includes documenting new accounts, preparing meeting materials, and supporting team marketing events.
The ideal candidate has 2 years of client service experience, preferably in finance, with strong communication and detail-oriented skills. Proficiency in Microsoft Office Suite is required.
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