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
$85k - $120k
...VillageJob TypeFull Time Your roleA Client Associate services clients and provides... ...administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years... ...firm has to offer. As a senior registered client associate...SeniorFull timeWork at officeFlexible hours$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to...SuggestedTemporary workWork at officeLocal area- A financial services firm located in California is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance. The ideal candidate will engage with clients, managing inquiries while ensuring strong relationships with...Suggested
$25 - $35 per hour
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