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Client Associate: Finance & Client Services

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: UBS
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading global wealth manager is seeking a Client Associate in Winston-Salem, NC. The role involves maintaining client information, educating clients on services, and supporting advisors with reports and marketing activities. Candidates should have client service experience in finance, excellent communication skills, attention to detail, and be proficient in Microsoft Office. This position offers opportunities for growth within a collaborative environment.
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Position Requirements
10+ Years work experience
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