Job Description: Are you truly service oriented? Do you know how to take care of people? Job 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 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 calendar of activities Job Requirements: series 7 and 66 licenses ideally 5+ years of experience in client service, within the finance sector excellent communicator, with solid interpersonal skills detail oriented proficient in Microsoft Office Suite Job Details: Company: UBS Vacancy Type: Full Time Job Functions: Research Job Location: San Diego, CA, US Application Deadline: N/A Apply Here careersvite.com
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