Client Service Associate - Miami

Only for registered members Miami, United States

1 month ago

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Job summary

Client Service Associate role at UBS in Miami involves keeping management systems up-to-date, educating clients on account services, helping with report preparation and collecting documentation for new accounts.

Responsibilities

  • 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

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