Wealth Management Client Concierge
UBS Financial Services Inc.
UBS in Los Angeles is seeking a Registered Client Associate to join a Wealth Management team at the Beverly Hills branch. This full-time Office-based position offers daily client interaction and collaboration with the LA Wealth Management group. The role emphasizes maintaining client records, educating clients on services, preparing materials for meetings, and processing new account documentation. Strong communication, detail-orientation, and MS Office skills are essential. #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
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