UBS Financial Services, Inc. jobs
Client Associate – Military Veterans
MILITARY VETERANS
We're looking for a full-time client associate to work in our Seal Beach, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.Are you a highly motivated person with a positive outlook and eagerness to serve?
We’re looking for a Client Associate to:
• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Ha...
Registered Client Associate – Military Veterans
MILITARY VETERANS
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and mai...
Client Associate – Military Veterans
MILITARY VETERANS
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Client Service Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events...
Registered Client Associate – Military Veterans
MILITARY VETERANS
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Registered Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing ev...
Registered Client Associate – Military Veterans
MILITARY VETERANS
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and mai...
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