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Client Associate – Wealth Management & Service
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-20
Listing for:
UBS
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
A leading global wealth manager is seeking a Client Associate in Indianapolis. This role involves managing client information, educating clients on services, and assisting with client meetings. The ideal candidate has a bachelor's degree, series 7 and 66 licenses, and strong communication skills. Join a supportive team that values collaboration and offers flexible working options. This position is vital for helping high net worth individuals achieve their financial goals.
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Position Requirements
10+ Years
work experience
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