Finance Client Services Associate
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2025-12-19
Listing for:
UBS
Full Time
position Listed on 2025-12-19
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A global wealth management company in White Plains seeks a Client Service Associate to support Financial Advisors and enhance client services. The role involves maintaining client information, assisting in reports, and gathering necessary documentation. Requirements include experience in client service, ideally within finance, and proficiency in Microsoft Suite. The salary range is between $55,000 to $65,000 annually, with potential for incentive compensation.
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Position Requirements
10+ Years
work experience
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