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Wealth Management Client Services Specialist

UBS Financial Services Inc.

A global wealth management firm in Honolulu is seeking a Client Associate to support high net worth individuals. The ideal candidate has at least 5 years of client service experience in finance, series 7 and 66 licenses (preferred), and excellent communication skills. Responsibilities include managing client information, educating clients on services, and preparing reports. This role offers a competitive salary and benefits in a supportive team environment. #J-18808-Ljbffr UBS

Vacancy posted 4 days ago
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