Finance Client Associate - Service & Meetings (Part-Time)
UBS Financial Services Inc.
UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting. Responsibilities include gathering documentation for new accounts and service requests, coordinating team marketing events, and maintaining activity calendars. The role emphasizes strong communication, detail orientation, and proficiency with Microsoft Office; #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
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