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Private Wealth Client Associate

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: UBS
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading global wealth manager is seeking a Client Associate in Newport Beach, CA. This role involves managing client information, educating clients about services, and preparing reports for meetings. Candidates should have 5 years of client service experience in the finance sector, excellent communication skills, and series 7 and 66 licenses. Salary is between $65,000 and $75,000, with benefits included.
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Position Requirements
10+ Years work experience
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