Wealth Client Associate — Client Services
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-02-16
Listing for:
UBS
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
A global wealth management firm is seeking a Client Associate in Omaha. The role includes updating client information, educating clients about services, and supporting financial advisors. Candidates should have 3+ years of client service experience, preferably in finance, and a bachelor's degree focused on business or finance. This position offers an opportunity for career growth in a collaborative environment with a focus on client relationships.
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Position Requirements
10+ Years
work experience
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