Wealth Management: Client Services & Onboarding
Job in
Sugar Land, Fort Bend County, Texas, 77479, USA
Listed on 2026-06-18
Listing for:
UBS
Full Time
position Listed on 2026-06-18
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
UBS in Sugar Land, Texas, is seeking a service-oriented individual to provide operational and administrative support to Financial Advisors. In this full-time role, you will manage client information, educate clients about services, and assist with various reporting tasks.
The ideal candidate should possess a high school diploma, client service experience, and the necessary Series 7 and 66 licenses. Join our Wealth Management team in a collaborative environment to help grow the wealth of our clients.
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