Wealth Management Client Associate
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
UBS Wealth Management in Red Bank, NJ, is seeking a Registered Client Associate to support a high-net-worth client advisory team. You will keep client records current, educate clients on account services and help prepare materials for meetings.
The ideal candidate has Series 7 and 66 licenses, 2+ years in client service within finance, and strong communication and collaboration skills. Proficiency in Microsoft Office is required, with attention to detail and a proactive mindset.
The Wealth Management Client Associate role at UBS is now open for applications in Red Bank, NJ, United States.
For the Wealth Management Client Associate position at UBS, we are reviewing applications now.
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