Financial Client Associate - Wealth & Client Services

UBS; Jackson (AL); On-site; USD 55,000 - 85,000; Full time

Job summary

UBS in Jackson, MS is seeking a motivated client service professional with Series 7 and 66 licenses (or pursuing) and 2–4 years in finance client service. The role emphasizes clear communication, attention to detail, and strong Excel/MS Office skills to support advisors and clients.

You will join a global wealth manager with a collaborative culture and opportunities to grow, while delivering exceptional service in a fast-paced financial environment.

Qualifications

• Experience in client service within the finance sector.
• Bachelor’s degree in a finance-related field preferred.
• Strong communication and interpersonal skills.

Skills

Series 7 license

Series 66 license

Client service

Finance knowledge

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

UBS in Jackson, MS is seeking a motivated client service professional with Series 7 and 66 licenses (or pursuing) and 2–4 years in finance client service. The role emphasizes clear communication, attention to detail, and strong Excel/MS Office skills to support advisors and clients.

You will join a global wealth manager with a collaborative culture and opportunities to grow, while delivering exceptional service in a fast-paced financial environment.