UBS-posted 7 months ago
Miami, FL
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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We're looking for a [job title] to 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, and provide the team with a detailed calendar of activities.
