Wealth Client Services Specialist
UBS Financial Services Inc.
UBS in Denver is seeking a full-time Client Services Associate to educate clients on account services and capabilities, and to input client data into our planning tools. You will assist in preparing materials for client meetings and ensure all documents are gathered for new accounts and service requests. Join UBS to support a high-touch wealth management team, maintain accurate client records, coordinate with the team on marketing logistics, and identify service opportunities while upholding #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
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