Wealth Client Associate: Client Education & Admin Support
Harris Computer Corp.
UBS in Denver, CO seeks a Registered Client Associate to educate clients on account services, input client information into planning tools, and assist in preparing reports for client meetings. The role focuses on accuracy, data integrity, and securing proper documentation for new accounts and service requests. You will support the team by organizing materials for client meetings, maintaining up-to-date client records in firm systems, and coordinating logistics for team activities while #J-18808-Ljbffr Harris Computer Corp.
Vacancy posted 4 days ago
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