UBS
A global wealth management firm in Orlando is seeking a Client Associate, Registered to support high net worth clients. This role involves managing client information, preparing materials for meetings, and ensuring proper documentation for account services. Candidates should have Series 7 and 66 licenses, ideally possess 1-3 years of client service experience in finance, and demonstrate strong communication skills. This full-time position offers a collaborative work environment focused on employee growth.
#J-18808-Ljbffr