Wealth Client Associate: Service
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-01-24
Listing for:
UBS
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading global wealth manager in West Des Moines is seeking a Client Associate to maintain client information, educate clients on services, and support financial advisors. The ideal candidate should have at least 3 years of client service experience in finance, strong communication skills, and a desire to learn about financial markets. Responsibilities include handling service requests and preparing reports.
This role offers opportunities for growth within an inclusive team.
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Position Requirements
10+ Years
work experience
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