Client Services Associate — Financial Advisory
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare materials for meetings, and assist with opening new accounts and service requests.
The role requires Series 7 and 66 licenses, 3–5 years of client service experience in finance, and a finance-focused degree. Strong communication and MS Office skills are essential to help the team deliver excellent client service.
We have an opening for a Client Services Associate — Financial Advisory Support in Westport, CT, United States within Finance, Sales.
Learn more about the Client Services Associate — Financial Advisory Support role in the description above.
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