Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS in Palo Alto, California is seeking a Registered Client Associate to support high net worth clients within the Financial Services team. You will keep client information up-to-date, educate clients on account services, and help prepare reports and materials for client meetings. Ideal candidates have 3–5 years of client service experience in finance, hold Series 7 and 66 licenses, and a finance degree (Bachelor’s or Master’s). Mandarin is a plus; strong MS Office skills are required. #J-18808-Ljbffr UBS
Vacancy posted 2 days ago
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