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High-Net-Worth Client Services Associate Advisors

Job in City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listing for: UBS
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: High-Net-Worth Client Services Associate for Advisors
Location: City of Rochester

UBS is seeking a dedicated client service professional in Rochester, New York, to support a team of Financial Advisors focused on high-net-worth clients. Your role will encompass maintaining client information systems, educating clients on services, and preparing reports for meetings to ensure exceptional client service.

The sought candidate should have a college degree in finance/banking and ideally 3-5 years of experience in client service within the finance sector. The competitive salary range for this position is between USD 55,000 and USD 75,000 annually.

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Position Requirements
10+ Years work experience
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