UBS in Rome is seeking a Client Advisor Assistant to support client advisors in delivering exceptional service. You will be the entry point for clients with account queries, orders, stock trades, and payments.
In the HNW team, you will assist with account opening, onboarding, due diligence and monitoring, and prepare documentation for client meetings and investment proposals. You will collaborate with colleagues to ensure regulatory compliance.
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📌 Client Advisor Assistant (Roma)
🏢 Ubs
📍 Roma
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