Client Services Specialist — Finance & Wealth Ops
Listed on 2026-10-15
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Finance & Banking
Banking & Finance
UBS is seeking a Registered Client Associate in Portland, ME. You will keep client records current, educate clients on account services, and assist in preparing materials for meetings.
You’ll also gather documentation for new accounts and service requests, plan team events, and maintain marketing materials while delivering a detailed activity calendar for the team. Ideal candidates hold Series 7 and 66 licenses, have 3–5 years of client service experience in finance, and are strong communicators
We are seeking a motivated Client Services Specialist — Finance & Wealth Ops to join UBS in Portland, OR, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Services Specialist — Finance & Wealth Ops role at UBS, based in Portland, OR, United States.
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