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Client Services Associate - Finance & Wealth
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-02-16
Listing for:
UBS
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A global wealth management firm in Phoenix is seeking a Registered Client Associate to enhance client services. The role includes updating client information systems, educating clients on account offerings, and preparing meeting materials. Candidates should hold Series 7 and 66 licenses, have at least 2 years of client service experience, and possess effective communication and interpersonal skills. The firm values collaboration and offers opportunities for growth in a supportive environment.
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Position Requirements
10+ Years
work experience
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