Wealth Management Client Associate
UBS Financial Services Inc.
UBS is seeking a Client Associate in Houston to support the wealth management team. You will keep client information up-to-date, educate clients on services, and assist with client meeting materials and reporting. You will help collect documentation for new accounts and service requests, plan team events, and keep a detailed activity calendar. Ideal candidates have Series 7 and 66 licenses, 2-5 years in client service, a bachelor’s degree preferred, and strong teamwork and attention to detail. #J-18808-Ljbffr
Vacancy posted 18 hours ago
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