Wealth Client Associate: Service & Meetings Specialist
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
UBS is seeking a Client Associate in San Diego within a Wealth Management branch. You will keep client information current, educate clients on account services, and assist in preparing reports and materials for client meetings.
We value service orientation, strong communication, and attention to detail. Two years in client service in finance is preferred;
Series 7/66 licenses are encouraged.
This is an excellent opening to take on the Wealth Client Associate:
Service & Meetings Specialist role at UBS.
Our group is growing, and we are hiring a Wealth Client Associate:
Service & Meetings Specialist in San Diego, CA, United States.
This position is for the Wealth Client Associate:
Service & Meetings Specialist role at UBS.
We are seeking a motivated Wealth Client Associate:
Service & Meetings Specialist to join UBS in San Diego, CA, United States.
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