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Financial Client Services Associate

UBS Financial Services Inc.

UBS in Boca Raton is looking for a dedicated team member to provide exceptional client service as part of a Financial Advisor team. The role includes updating management systems, educating clients, and preparing meeting materials. The ideal candidate has over 5 years of client service experience in finance, preferably holds Series 7 and 66 licenses, and is proficient in Microsoft Office Suite. Join UBS and empower clients through exceptional service. #J-18808-Ljbffr UBS

Vacancy posted 4 days ago
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