Wealth Management Client Associate
Listed on 2026-10-27
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Finance & Banking
Wealth Management
UBS in Philadelphia is hiring a Registered Client Associate to support client service and operations. The role focuses on keeping client records current, educating clients on account services, and preparing materials for client meetings.
You will collect documentation for new accounts, plan team events, maintain marketing materials, and deliver a detailed calendar of activities to the team. The position requires Series 7 and 66 licenses and a bachelor’s degree, with strong communication skills
Step into the Wealth Management Client Associate role at UBS in PA, United States and grow with us.
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We would love to welcome a new Wealth Management Client Associate to our group in PA, United States.
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