Wealth Client Associate - Service & Accounts Coordinator
UBS
UBS in New Haven, CT seeks a Client Associate to support the Wealth Management team with client information, account services, and meeting materials. The role emphasizes service orientation and accurate documentation. The ideal candidate will hold Series 7 and 66 licenses (for registered CSAs), have 1 year of client-service experience in finance, and be proficient in MS Office. Strong communication and attention to detail are essential to success. #J-18808-Ljbffr UBS
Vacancy posted 1 day ago
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