Wealth Management Client Associate
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Finance & Banking
Wealth Management
Job Description & How to Apply Below
UBS is seeking a Client Associate in New Haven to support wealth management activities within a U.S. branch. You will keep client information updated, educate clients on account services, and assist with preparing reports for client meetings.
The role requires licenses Series 7 and 66 (for registered CSAs), and ideally about one year of client service experience in finance, with strong communication and detail orientation. Proficiency in Microsoft Office is expected.
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This is a genuine opening to take on the Wealth Management Client Associate role at UBS.
As a Wealth Management Client Associate, you will play an important part at UBS in New Haven, CT, United States.
We invite applications for the Wealth Management Client Associate position located in New Haven, CT, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).