Financial Client Services Associate
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-14
Listing for:
UBS
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Bank Customer Service
Job Description & How to Apply Below
UBS in Boca Raton is looking for a dedicated team member to provide exceptional client service as part of a Financial Advisor team. The role includes updating management systems, educating clients, and preparing meeting materials.
The ideal candidate has over 5 years of client service experience in finance, preferably holds Series 7 and 66 licenses, and is proficient in Microsoft Office Suite. Join UBS and empower clients through exceptional service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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