Part-Time Wealth Management Client Associate
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
UBS in Brookfield, WI is seeking a Client Associate to support a Financial Advisor. You will keep client data current, educate clients on account services, and help prepare materials for client meetings.
You’ll collect documentation for new accounts, plan team marketing events, and provide the team with a detailed calendar of activities. Licenses Series 7 and 66, 3–5 years in client service in finance, and strong communication are preferred; a bachelor’s degree is a plus, with proficiency in
Are you ready to take on the Part-Time Wealth Management Client Associate role at UBS?
As a Part-Time Wealth Management Client Associate, you will play an important part at UBS in Town of Brookfield, WI, United States.
We invite applications for the Part-Time Wealth Management Client Associate position located in Town of Brookfield, WI, United States.
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