Wealth Client Concierge & Operations Associate
UBS
UBS in San Francisco is seeking a Registered Client Associate to deliver high-touch service to clients, from onboarding to ongoing support. You’ll educate clients about online services, assist with operational requests like wire transfers, and generate portfolio review reports. You will collaborate with a growing advisory team, ensuring precise client service and clear communication. Strong detail orientation, Microsoft Office proficiency, and interpersonal skills are essential for success in #J-18808-Ljbffr UBS
Vacancy posted 2 days ago
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