UBS Financial Services Inc.
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Financial Services
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Wealth Management
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Registered Client Associate
Category: Accounting
Your role
The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:
Relationship Management
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
• Collect appropriate documentation to set up new accounts
• Leverage various
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