Client Associate

UBS; Miamisburg (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

UBS in Miamisburg, OH, is seeking a Client Service Associate to support client service activities within the Ohio/Indiana/Kentucky market. You will keep client records current, educate clients on account services, and assist with preparing materials for meetings.

The role requires strong communication, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree and up to 3 years of experience are expected, with Series 7/66 licenses for registered CSAs as applicable.

Qualifications

• 0-3 years of work experience.
• Bachelor's degree required.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and thorough.

Responsibilities

• 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.
• Provide the team with a detailed calendar of activities.

Skills

Communication

Interpersonal skills

Detail oriented

Microsoft Office

Education

Bachelor's degree

Job description

Key Responsibilities

Are you truly service oriented? Do you know how to take care of people?

Job Type

Full Time

Job Reference #

343423BR

City

Miamisburg

Key Responsibilities

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Service Associate 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
• provide the team with a detailed calendar of activities

The team

You’ll be working in the Ohio/Indiana/Kentucky Market in Miamisburg, Ohio. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them

Your Skills And Experience

• Ideally 0-3 years of work experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• series 7 and 66 licenses (for registered CSAs only)

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.