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Madeleine Jackson Email & Phone Number
Registered Client Service Associate
at
UBS
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Registered Client Service Associate
Location
San Diego, California, United States
Company size
Who is Madeleine Jackson? Overview
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Quick answer
Madeleine Jackson is listed as Registered Client Service Associate at UBS, a company with 28 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Madeleine Jackson.
Madeleine Jackson previously worked as ATS Wealth Management Client Services Coordinator at Ats Advanced Trustee Strategies and Financial Services Assistant at Central Coast Wealth Management. Madeleine Jackson holds Bachelor Of Arts - Ba, Communication Studies With Management And Marketing Minors, Honors Graduate from University Of San Diego.
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Email format at UBS
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UBS
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Profile bio
About Madeleine Jackson
My career experience and skills have grown from my innate desire to connect with people and make a difference./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Listed skills include Leadership, Public Speaking, Telecommunications, Interpersonal Skills, and 4 others.
Current workplace
Madeleine Jackson's current company
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Ubs
9 roles
Madeleine Jackson work experience
A career timeline built from the work history available for this profile.
Sep 2022 - Present
Ats Wealth Management Client Services Coordinator
○ Served as the primary contact for clients and level of performance determined clients' level of satisfaction with the Wealth Management firm ○ Designed and discussed with the lead advisor thoughtful planning strategies and construct detailed, effective financial and investment plans in a timely manner using the firm's chosen software applications○ Met.
Jan 2021 - Aug 2022
Financial Services Assistant
○ Redesigned the wealth management and 401(k) websites, logos, & marketing materials○ Collaborated with CEO to enhance educational workshops and implement interesting/relevant information○ Interacted with clients and vendors to handle questions and organize schedule for CEO and other staff○ Slashed administration costs 25% by negotiating pricing/fees while.
Jan 2017 - Jan 2021
Marketing Intern
○ Took part in active marketing consultations, creative initiatives, and hands-on research in financial services ○ Researched and found weekly marketing and retirement plan updates for client social media accounts ○ Built marketing templates used for content development and distribution ○ Created digital campaigns (email, social media, landing pages) and.
Feb 2020 - Aug 2020
Telefunding Student Manager
○ Supervised a team of 30 callers, monitored daily shifts, monitor calling statistics○ Developed caller assignments and pledge goals based on success rates ○ Interviewed applicants, trained new callers, and implemented incentives to improve existing caller performance○ Conducted one-on-one training with callers to improve communication performance
Dec 2018 - May 2020
Telecommunications Specialist
○ Awarded Employee of Month March and October 2018 for outstanding pledge percentages and enthusiasm○ Promoted to manager based on outstanding performance raising an average of $1,500 a week for USD programs
Sep 2017 - Dec 2018
Office Assistant
○ Researched for company innovation for CEO motivational speeches ○ Scanned and filed company bills, letters, and insurance ○ Handled a variety of administrative tasks such as travel schedule for CEO, ran personal shopping errands, and organized office space
Jun 2017 - Aug 2017
Car Wash Specialist
○ Marketed monthly wash passes to car wash customers at the cash register ○ Commenced by Quiky Car Wash owner for outstanding customer service
Jun 2014 - May 2016
3 education records
Madeleine Jackson education
Bachelor Of Arts - Ba, Communication Studies With Management And Marketing Minors, Honors Graduate
Junior
Education record
FAQ
Frequently asked questions about Madeleine Jackson
Quick answers generated from the profile data available on this page.
What company does Madeleine Jackson work for?
Madeleine Jackson works for UBS.
What is Madeleine Jackson's role at UBS?
Madeleine Jackson is listed as Registered Client Service Associate at UBS.
Where is Madeleine Jackson based?
Madeleine Jackson is based in San Diego, California, United States while working with UBS.
What companies has Madeleine Jackson worked for?
Madeleine Jackson has worked for Ubs, Ats Advanced Trustee Strategies, Central Coast Wealth Management, 401(K) Marketing, and University Of San Diego.
Who are Madeleine Jackson's colleagues at UBS?
Madeleine Jackson's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Madeleine Jackson?
You can use AeroLeads to view verified contact signals for Madeleine Jackson at UBS, including work email, phone, and LinkedIn data when available.
What schools did Madeleine Jackson attend?
Madeleine Jackson holds Bachelor Of Arts - Ba, Communication Studies With Management And Marketing Minors, Honors Graduate from University Of San Diego.
What skills is Madeleine Jackson known for?
Madeleine Jackson is listed with skills including Leadership, Public Speaking, Telecommunications, Interpersonal Skills, Microsoft Office, Social Media, Marketing, and Project Planning.
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