Wealth Management Client Associate
UBS Financial Services Inc.
A global wealth management firm in Tampa seeks a Client Associate to enhance client service and support for financial advisors. Key responsibilities include keeping client information updated, educating clients on services, and assisting with client meeting preparations. The ideal candidate has 1-3 years of client service experience in finance, a bachelor’s degree, and strong communication skills. This role offers opportunities for growth in a collaborative environment focused on inclusivity and support. #J-18808-Ljbffr UBS
Vacancy posted 12 hours ago
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