Wealth Client Associate - Service & Accounts Coordinator
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Finance & Banking
Office Administrator/ Coordinator, Financial Services, Banking & Finance
Job Description & How to Apply Below
UBS in New Haven, CT seeks a Client Associate to support the Wealth Management team with client information, account services, and meeting materials. The role emphasizes service orientation and accurate documentation.
The ideal candidate will hold Series 7 and 66 licenses (for registered CSAs), have 1 year of client-service experience in finance, and be proficient in MS Office. Strong communication and attention to detail are essential to success.
Consider building your career as a Wealth Client Associate - Service & Accounts Coordinator at UBS.
The position is based in New Haven, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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