UBS
A financial services firm based in Boston is looking for an experienced individual to educate clients on account services and manage documentation for new accounts. The ideal candidate will possess a Series 7 license and either Series 66 or Series 65/63, along with strong communication and organizational skills. The role involves assisting with reports for client meetings and enhancing relationships with clients. Competitive salary range is $75,000 to $85,000, and the position is full-time.
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