Wealth Management Client Services Specialist
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:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
UBS is seeking an operational support individual to assist Financial Advisors in Sugar Land, Texas. The role requires keeping management systems updated, preparing reports for client meetings, and educating clients about account services. A high school diploma and client service experience are necessary.
As part of the Wealth Management team, you'll operate in a collaborative culture that values inclusive practices and diverse experiences, ensuring top-notch client service and operational excellence.
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