Wealth Client Services Associate — in Finance
Listed on 2026-11-04
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
UBS is seeking a Client Service Associate in Lexington, KY to support the Global Wealth Management Team. You will keep client information up-to-date, educate clients on services, and assist in preparing materials for client meetings.
The role requires strong communication, attention to detail, and proficiency with Microsoft Office;
Series 7/66 licenses are preferred but not required. This full-time position offers exposure to high net worth client service in a global bank.
This role, Wealth Client Services Associate — Growth in Finance at UBS, could be your next career step.
This opportunity is part of our work in Sales.
The advertised compensation is 45.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services Associate — Growth in Finance role in the description above.
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