Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS in Los Gatos, California, is seeking a service-oriented professional to provide operational and administrative support to financial advisors. The role focuses on maintaining client information, educating clients on account services, and preparing materials for client meetings. Ideal candidates have 1–3 years in client service, Series 7/66 or sponsorship, and strong MS Office skills. Located in Los Gatos, this full-time position offers benefits and opportunities within UBS Wealth Management. #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
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