Wealth Management Client Associate — Flexible Options

UBS; Lexington (AL); On-site; USD 48,000 - 75,000; Full time

Job summary

UBS is seeking a finance client service professional to join the Global Wealth Management Team in Lexington, Kentucky. You will support high net worth clients, leveraging your communication and interpersonal skills to deliver service excellence.

Candidates with Series 7/66 licenses are preferred, with 2 years of client service experience in finance and strong MS Office proficiency. The role emphasizes accuracy, attention to detail, and collaboration within a global team.

Qualifications

• Series 7 and 66 licenses preferred, not required.
• Ideally 2 years of experience in client service, within the finance sector.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Skills

Series 7 license

Series 66 license

Client service experience

Interpersonal skills

MS Office proficiency

Tools

Microsoft Office Suite

Job description

UBS is seeking a finance client service professional to join the Global Wealth Management Team in Lexington, Kentucky. You will support high net worth clients, leveraging your communication and interpersonal skills to deliver service excellence.

Candidates with Series 7/66 licenses are preferred, with 2 years of client service experience in finance and strong MS Office proficiency. The role emphasizes accuracy, attention to detail, and collaboration within a global team.