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Client Services Specialist – Finance & UHNW
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-06-28
Listing for:
UBS
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services
Job Description & How to Apply Below
UBS in New Haven is seeking a Client Associate who is service-oriented and able to manage client information effectively. The role involves educating clients about account services and preparing necessary documentation. Ideal candidates will have at least one year of experience in client service, preferably in finance, and possess excellent communication skills.
This full-time role focuses on enhancing client relationships and supporting marketing efforts. Join a team dedicated to providing integrated financial solutions for high-net-worth individuals.
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