Client Service Associate
UBS
UBS in Boston is seeking a full-time Client Services Associate to support the Wealth Management team. You will educate clients on account services, input client data into planning tools, and help prepare reports for client meetings. In this role you will ensure proper documentation for new accounts and service requests, maintain up-to-date client information, and identify opportunities to enhance service delivery within a collaborative team environment. #J-18808-Ljbffr
Vacancy posted 1 day ago
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$70k
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Bank of America
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Bank of America
Boston, MA1 day ago
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