Finance Client Associate – Service & Meetings; Part-Time

UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting.

Responsibilities include gathering documentation for new accounts and service requests, coordinating team marketing events, and maintaining activity calendars. The role emphasizes strong communication, detail orientation, and proficiency with Microsoft Office;

For the Finance Client Associate – Service & Meetings (Part-Time) position at UBS, we are reviewing applications now.

The following opening is for a Finance Client Associate – Service & Meetings (Part-Time) with UBS.

Our group is growing, and we are hiring a Finance Client Associate – Service & Meetings (Part-Time) in Boca Raton, FL, United States.

This opening is for the Finance Client Associate – Service & Meetings (Part-Time) role at UBS.