Financial Advisory Client Services Specialist
UBS Financial Services Inc.
UBS in Dallas is looking for a dedicated Administrative Support Specialist to provide operational and administrative assistance to Financial Advisors. Key responsibilities include maintaining client information, educating clients about account services, preparing reports, and planning marketing events. The ideal candidate has client service experience, is proficient in Microsoft Office Suite, and holds SIE, Series 7, and Series 66 licenses. This is a full-time position based in Dallas, Texas. #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
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