About this role
Client Associate at UBS. Location: New Haven, Connecticut, United States. Role: updating systems, educating clients, preparing reports Requirements: 1+ year client service experience preferred (finance), Series 7 and 66 licenses for registered CSAs, strong communication and attention to detail, proficiency in Microsoft Office Suite. Category: Business Operations Seniority: Entry Level Tools: Microsoft Office Suite Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English