Wealth Management Client Associate
Talentify
UBS Wealth Management in Red Bank, NJ, is seeking a Registered Client Associate to support a high-net-worth client advisory team. You will keep client records current, educate clients on account services and help prepare materials for meetings. The ideal candidate has Series 7 and 66 licenses, 2+ years in client service within finance, and strong communication and collaboration skills. Proficiency in Microsoft Office is required, with attention to detail and a proactive mindset. #J-18808-Ljbffr Talentify
Vacancy posted 3 days ago
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