Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs), 3–5 years of finance-sector client service experience, and a finance-focused bachelor’s degree. Proficiency in Microsoft Office is required. #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
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POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...SuggestedTemporary workWork at officeLocal area$55k - $65k
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UBS
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