About this role
Registered Client Associate, (Client Experience & Marketing) at UBS. Location: Atlanta or Miami or Philadelphia. Role: managing workflow, preparing materials, elevating brand Requirements: Series 7 and Series 66 required; ideally 2+ years client service or operations experience in wealth management; bachelor’s degree; strong communication, attention to detail; proficiency in Microsoft Office and CRM. Category: Business Operations Seniority: Entry Level Tools: Microsoft Office, CRM Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English