Wealth Client Associate | Client Service & Onboarding
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-25
Listing for:
UBS
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A global wealth management firm is looking for a Client Service Associate in San Diego, focusing on relationship management and supporting financial advisors. The ideal candidate will have at least 2 years of client service experience in finance and a Bachelor's degree. Responsibilities include managing client information, educating clients on services, and assisting in report preparation. This full-time role offers a salary range of $60,000 to $70,000 based on qualifications and experience.
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Position Requirements
10+ Years
work experience
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