Wealth Management Client Services Associate
UBS
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 more than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- card services specialist Cincinnati, OH
- entry level service advisor Cincinnati, OH
- environmental service aide Cincinnati, OH
- full time service advisor Cincinnati, OH
- salesforce service cloud consultant Cincinnati, OH
- community services specialist Cincinnati, OH
- staff services manager Cincinnati, OH
- site services specialist Cincinnati, OH
- information technology and services consultant Cincinnati, OH
- office service associate Cincinnati, OH
