Part-Time Client Services Coordinator — Wealth Management

UBS

UBS is seeking a part-time client service professional at our Syracuse, NY branch to support a Financial Advisor for high-net-worth clients with strong administrative skills. Responsibilities include keeping client information systems up-to-date, educating clients on account services, preparing reports for meetings, collecting required documentation, and coordinating team marketing events and calendars. #J-18808-Ljbffr UBS

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Vacancy posted 1 day ago

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