Client Services Associate, Wealth Management
UBS
UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests. You’ll also help plan team marketing events and maintain marketing materials. You will provide the team with a detailed calendar of activities and collaborate with colleagues to deliver excellent client service from the McLean #J-18808-Ljbffr UBS
Vacancy posted 5 days ago
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