Client Services Associate for Financial Advisors
UBS Financial Services Inc.
UBS is seeking a Client Associate in Portland to support financial advisors and high net worth clients. The role involves maintaining client information, educating clients on services, and preparing materials for meetings. The ideal candidate has 3-7 years of client service experience in finance, a preferred Bachelor's degree, and proficiency in Microsoft Office. Join our diverse team to help clients achieve their financial goals. #J-18808-Ljbffr UBS
Vacancy posted 11 hours ago
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