Wealth Management Client Associate
-
Finance & Banking
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.
We invite applications for the Wealth Management Client Associate position located in New Haven, CT, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in New Haven, CT, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 60.000 - 85.000.
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).
View / Apply for Jobs
Matching My Jurisdiction