Registered Client Service Associate

Job Summary and Mission The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and or addressing all the client s operational and administrative needs. Job Responsibilities Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate Provide administrative support to designated financial advisor(s) Process and follow up operational duties linked to new accounts risk management funds cashiering marketing support and order entry among other Work closely with the branch operations team and bank service desks on resolving...read moreApply NowCompany

05-06-2024 UNITED STATES, Napa, CA

Category: Employment & Jobs

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