Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS in Henderson, NV is seeking a Client Services Associate to educate clients on account services and capabilities, and to input client information into the financial planning tools. You will assist with the preparation of reports for client meetings, ensure documentation for new accounts, maintain up-to-date client records, and organize calendar and marketing logistics for the team. #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
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