Wealth Management Client Associate (Part-Time)
UBS Financial Services Inc.
UBS in Indio is seeking a Client Associate for part-time support within a wealth management branch office. The ideal candidate will aid in client services, maintain management systems, educate clients on account services, assist in report preparation, and organize marketing efforts. This role requires 2+ years of client service experience, excellent communication skills, and proficiency in Microsoft Office. A bachelor's degree focusing on finance is preferred. #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
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