Wealth Management Client Services Associate
UBS Financial Services Inc.
A leading financial services firm in Greenwich, CT seeks a Client Associate to support Financial Advisors. You will manage client information, educate clients on services, and assist with administrative functions. The ideal candidate will have 3-5 years in client service within finance, a degree in Finance/Banking, and strong interpersonal skills. This full-time role entails planning marketing events and ensuring detailed reporting, which is vital for client engagement and efficiency. #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
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