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Wealth Client Services Associate; Series
Job in
Herminie, Westmoreland County, Pennsylvania, 15637, USA
Listed on 2026-01-10
Listing for:
UBS
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Herminie
A leading global wealth management firm is seeking an experienced professional for a client service role in their Sewickley Branch. The successful candidate will handle client documentation, educate clients on services, and maintain marketing materials. Ideal applicants will have a Bachelor's degree in Finance, relevant licenses, and a minimum of 2 years of client service experience in the finance sector.
Strong communication and organizational skills are essential, with proficiency in Microsoft Office Suite.
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Position Requirements
10+ Years
work experience
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