Client Relationship Specialist - Financial Services
UBS
UBS in El Segundo, CA is seeking a Client Associate to support a growing team with client service and operations. You will keep client data up-to-date, educate clients on account services, assist with reports for meetings, gather documentation for new accounts, and help plan team marketing events and calendars. The ideal candidate has Series 7/66 licenses (preferred), 2 years of client service experience in finance or banking, and a bachelor's degree in a finance-related field (preferred). #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
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