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Wealth Management Client Associate & Meetings Coordinator

Job in Town of Chesterfield, Essex County, New York, USA
Listing for: UBS
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 55000 - 90000 USD Yearly USD 55000.00 90000.00 YEAR

Job Description & How to Apply Below

Location: Town of Chesterfield

UBS in Chesterfield, MO is seeking a full-time Client Services Associate to support Wealth Management Americas. You will keep client records current, educate clients on account services and capabilities, and assist in preparing materials for client meetings.

The role requires a bachelor’s degree and securities licenses (Series 7 and 66) or willingness to obtain after hire, with a focus on finance and strong communication.

This role, Wealth Management Client Associate & Meetings Coordinator at UBS, could be your next move.

This opportunity is for the Wealth Management Client Associate & Meetings Coordinator role at UBS.

We are seeking a motivated Wealth Management Client Associate & Meetings Coordinator to join UBS in Town of Chesterfield, NY, United States.

Consider building your career as a Wealth Management Client Associate & Meetings Coordinator at UBS.

Position Requirements

10+ Years work experience
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