Client Services & Accounts Associate
ubsMontgomery (AL)
About the role
UBS Wealth Management Americas in Montgomery, AL is seeking a Client Associate to support client service and team operations. You will keep client files up-to-date, educate clients on account services, and help prepare materials for client meetings. The role requires 1-3 years in client service within finance, a bachelor's degree preferred, strong communication, attention to detail, and proficiency with Microsoft Office.
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
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Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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