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Wealth Client Services Associate — NY Impact
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-31
Listing for:
UBS
Full Time
position Listed on 2025-12-31
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Location: New York
A leading global wealth manager in New York is looking for a Registered Client Service Associate to support Financial Advisors and manage client information. You will educate clients about services, prepare materials for meetings, and ensure the smooth operation of account setups. This role requires a bachelor's degree and relevant licenses, along with 3-5 years of experience in a client service position.
The salary range is competitive at $75,000 to $85,000, along with opportunities for growth and inclusive culture.
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Position Requirements
10+ Years
work experience
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