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Finance Client Services Specialist

UBS Financial Services Inc.

UBS in Lexington is seeking a full-time Client Service Associate to keep management systems updated and provide client education on account services. The role includes documenting new accounts, preparing meeting materials, and supporting team marketing events. The ideal candidate has 2 years of client service experience, preferably in finance, with strong communication and detail-oriented skills. Proficiency in Microsoft Office Suite is required. #J-18808-Ljbffr

Vacancy posted 12 hours ago
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