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Senior Registered Client Associate - Financial Services

UBS Financial Services Inc.

UBS in Westlake Village, CA, is seeking a Client Associate to service clients and provide operational and administrative support to Financial Advisors. The role requires full registration and at least five years of industry experience. You will educate clients on account services, input data into planning tools, and help prepare client meeting materials. Ideal candidates have Series 7/66 licenses, a bachelor’s or master’s degree, and strong communication skills with meticulous attention to #J-18808-Ljbffr UBS

Vacancy posted 1 day ago
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