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Wealth Management Client Services Associate; Atlanta

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: UBS
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Management Client Services Associate (Atlanta)
A global financial services company based in Atlanta is seeking a Registered Client Service Associate. This role involves maintaining client information, educating clients on services, and preparing reports for meetings. The ideal candidate should have 3-5 years of experience in client service within the financial industry and must possess Series 7 and 66 licenses. Strong communication, detail orientation, and proficiency in Microsoft Office Suite are essential.

This position offers an opportunity to contribute to a collaborative team environment.
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Position Requirements
10+ Years work experience
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