Wealth Management Client Associate

Talentify

UBS is seeking a Client Associate in New Haven to support wealth management activities within a U.S. branch. You will keep client information updated, educate clients on account services, and assist with preparing reports for client meetings. The role requires licenses Series 7 and 66 (for registered CSAs), and ideally about one year of client service experience in finance, with strong communication and detail orientation. Proficiency in Microsoft Office is expected. #J-18808-Ljbffr Talentify

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Vacancy posted 2 days ago

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