Client Services Pro: Registered Client Associate
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
UBS is seeking a Registered Client Associate in Portland, Maine. In this role you will keep client records up to date, educate clients on account services, and help prepare materials for client meetings.
Ideal candidates hold Series 7 and 66 licenses (CSAs), have 3–5 years in client service within finance, are excellent communicators, detail oriented, and proficient in Microsoft Office.
We have an opening for a Client Services Pro:
Registered Client Associate in Portland, OR, United States within Finance, Sales.
We are seeking a motivated Client Services Pro:
Registered Client Associate to join Talentify in Portland, OR, United States.
Consider building your career as a Client Services Pro:
Registered Client Associate at Talentify.
The Client Services Pro:
Registered Client Associate position in the Finance, Sales field is open for applications.
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