Wealth Management Client Associate

UBS Group AG; Westport (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

UBS Group AG in Westport, Connecticut, is seeking a client-service professional to join our WMA branch office. You will support ultra-high net worth and high-net worth clients with an integrated set of services and products, collaborating with a small, advisory-focused team.

The role emphasizes clear communication, attention to detail, and proficiency with Microsoft Office. We hire for client service experience in finance and a collaborative mindset, with support for ongoing development and an

Qualifications

• Ideally 2 years of client service experience in finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; thorough and accurate.
• Proficient in Microsoft Office Suite.

Skills

Client service in finance

Interpersonal communication

Attention to detail

MS Office

Tools

Microsoft Office Suite

Job description

UBS Group AG in Westport, Connecticut, is seeking a client-service professional to join our WMA branch office. You will support ultra-high net worth and high-net worth clients with an integrated set of services and products, collaborating with a small, advisory-focused team.

The role emphasizes clear communication, attention to detail, and proficiency with Microsoft Office. We hire for client service experience in finance and a collaborative mindset, with support for ongoing development and an