Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS in Cincinnati seeks a Registered Client Associate to serve as the primary contact for clients, manage scheduling, and prepare materials for meetings. You will handle account transactions, documentation, and client inquiries while remaining aligned with Firm policies and technology platforms. The role requires a Bachelor’s degree, active Series 7 and 66 licenses, and 3+ years in client service within financial services. #J-18808-Ljbffr
Vacancy posted 3 days ago
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