Client Associate
Sarah provides customized client service and support on all wealth matters, account administration and reliable communication. She collaborates closely with client's tax and legal advisors as well as internal UBS resources, utilizing the full resources of the firm to produce desired outcomes for clients. Account operations, recordkeeping and responding to inquiries are all a part of her day-to-day responsibilities.
Client Associate
Sarah provides customized client service and support on all wealth matters, account administration and reliable communication. She collaborates closely with client's tax and legal advisors as well as internal UBS resources, utilizing the full resources of the firm to produce desired outcomes for clients. Account operations, recordkeeping and responding to inquiries are all a part of her day-to-day responsibilities.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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