Senior Wealth Client Associate – NYC Market
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-20
Listing for:
UBS
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A leading financial services firm in New York seeks a Client Service Specialist to support high net worth clients through educational resources and documentation assistance. The ideal candidate has over 5 years of experience in finance, holds Series 7 and 66 licenses, and possesses excellent communication skills. Join a collaborative team focused on meeting clients' financial goals with flexible working options available.
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Position Requirements
10+ Years
work experience
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