Client Services Associate for Financial Advisors
UBS
UBS is seeking a Registered Client Associate in Red Bank, NJ to support Financial Advisors by keeping client records up-to-date, educating clients on account services, and preparing materials for meetings. The role requires Series 7 and 66 licenses, 3–5 years of client service in finance, a finance-focused bachelor’s degree, strong communication, attention to detail, MS Office proficiency, and Spanish is a plus. Join a global wealth manager. #J-18808-Ljbffr UBS
Vacancy posted 1 day ago
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