Hybrid Client Services Associate, Wealth Management
Union Bank & Trust
Union Investment Management Group within Union Bank & Trust seeks a Client Service Associate to support Portfolio Managers and Wealth Advisors. The role handles administrative duties for accounts including investments, foundations, endowments, and IRAs, serving as the primary client contact and assisting in complex relationship administration. The CSA will draft communications, log calls, maintain client databases (Maui, Director, Redtail), and prepare quarterly updates and ad hoc reports for #J-18808-Ljbffr Union Bank & Trust
Vacancy posted 1 day ago
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