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Wealth Management Client Associate - Syracuse

Job in City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listing for: UBS
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 58000 - 65000 USD Yearly USD 58000.00 65000.00 YEAR
Job Description & How to Apply Below
Location: City of Syracuse

A global financial services firm is seeking a Client Associate in Syracuse to support a Financial Advisor, ensuring high-level administrative support for high-net-worth clients. The position requires 3-5 years of client service experience in finance and a college degree in finance or banking. Preferred qualifications include Series 7 and 66 licenses. The role offers a salary range of $58,000 to $65,000 based on experience and qualifications, along with opportunities for growth and flexible working options.
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Position Requirements
10+ Years work experience
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