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Wealth Client Services Specialist

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: UBS
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

UBS in Los Angeles, CA is seeking a full-time Wealth Management Support Associate in the Beverly Hills branch. You will work with a Wealth Management team, keeping client data up-to-date and assisting with client meetings.

The ideal candidate has Series 7/66 licenses preferred, with about 2 years of client service experience in finance, and a bachelor’s degree preferred. Strong communication and detail orientation, plus proficiency in Microsoft Office, are expected.

The Wealth Client Services Specialist role at UBS is now open for applications in Los Angeles, CA, United States.

Join us at UBS as our next Wealth Client Services Specialist in Los Angeles, CA, United States.

We are currently recruiting a Wealth Client Services Specialist for our team in Los Angeles, CA, United States.

This is an excellent opening to take on the Wealth Client Services Specialist role at UBS.

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