Client Services Specialist — Wealth Management
UBS in Norfolk, Virginia is seeking a Client Associate to keep client information current, educate clients on account services, and assist with reports for client meetings. You will collect documentation for new accounts and service requests, plan team events, and maintain marketing materials while providing a detailed calendar of activities.
The role requires Series 7 and 66 licenses (for CSAs), 1–3 years client service experience in finance, a bachelor’s degree, and strong communication and
Our organisation is growing, and we are hiring a Client Services Specialist — Wealth Management in Norfolk, VA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Specialist — Wealth Management role in the description above.
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