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Wealth Management Client Services Associate
Job in
Wayzata, Hennepin County, Minnesota, 55391, USA
Listed on 2026-08-09
Listing for:
UBS
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
UBS is seeking a service-oriented professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings.
The role requires a bachelor's degree in finance, communication, or business, and Series 7 and 66 licenses (or willingness to obtain after hire).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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