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UBS Financial Services, Inc.

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  • 1 day ago

    Registered Client Associate

    UBS Financial Services, Inc. - Pasadena, CA, United States
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    Your role 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 events and maintain marketing materials Provide the team with a detailed ...

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