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Wealth Client Services Specialist

Talentify

UBS in Los Angeles, CA is seeking a full-time Wealth Management Support Associate in the Beverly Hills branch. You will work with a Wealth Management team, keeping client data up-to-date and assisting with client meetings. The ideal candidate has Series 7/66 licenses preferred, with about 2 years of client service experience in finance, and a bachelor’s degree preferred. Strong communication and detail orientation, plus proficiency in Microsoft Office, are expected. #J-18808-Ljbffr Talentify

Vacancy posted 3 days ago
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