Wealth Management Client Associate Impact
Job in
Cockeysville, Baltimore City, Maryland, 21030, USA
Listed on 2026-02-06
Listing for:
UBS
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading financial services firm in Hunt Valley, Maryland, seeks a Client Associate to provide operational and administrative support to Financial Advisors. The role involves educating clients on account services, maintaining client information, and assisting with report preparations. Ideal candidates should have 1-2 years of experience in client service within the finance sector, a focus on finance in their degree, and excellent communication skills.
This full-time position offers a salary range of $58,000 to $72,000 annually.
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Position Requirements
10+ Years
work experience
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