Wealth Management Client Associate | Client Services

UBS is seeking a client service professional at our Seal Beach, California, location. In this role you will support Stumpo Sikorski Wealth Management by keeping client records current and educating clients on account services and capabilities. You will assist in preparing reports for client meetings, gather documentation for new accounts, and help plan team marketing events while maintaining an organized calendar of activities. #J-18808-Ljbffr UBS