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Financial Advisor Financial Services

Wealth Management Client Associate

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: UBS
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A global financial services firm in Omaha is hiring a Client Associate to support Financial Advisors in meeting high net worth clients' needs. Responsibilities include maintaining client information, educating clients on services, and assisting in reports. The ideal candidate will have 3+ years of client service experience in finance, strong communication skills, and a bachelor's degree in business or finance.

This role emphasizes collaboration and offers opportunities for professional growth.
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Position Requirements
10+ Years work experience
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