Wealth Management Client Associate
UBS
UBS in Mill Valley, CA is hiring a Client Associate to support high-net-worth client service within a Marin-based Wealth Management team. You will maintain client records, assist with service requests, prepare client meeting materials, and help drive business development while coordinating marketing activities. The role requires a Bachelor's degree and 1–3 years in financial services, with strong MS Office skills and attention to detail. #J-18808-Ljbffr UBS
Vacancy posted 1 day ago
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