Wealth Management Client Specialist
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Finance & Banking
Job Description & How to Apply Below
UBS in West Palm Beach is seeking a Client Services Associate to support the Global Wealth Management team. You will keep client records current, educate clients on account services, and help prepare client meeting materials.
The role requires Series 7 and 66 for registered CSAs, a bachelor’s degree preferred, and strong communication and detail orientation. Proficiency in Microsoft Office is essential, with the ability to manage documentation and calendar activities.
This position is for the Wealth Management Client Specialist role at UBS.
All applications are reviewed carefully by our team.
The position is based in West Palm Beach, FL, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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