Client Associate

UBS; Miamisburg (OH); On-site; USD 38,000 - 54,000; Full time

Job summary

UBS in Miamisburg, OH is seeking a client-service oriented professional to support financial advisory teams. The role focuses on maintaining client information, educating clients on account services, and preparing materials for client meetings.

Responsibilities include collecting documentation for new accounts, planning team marketing events, and keeping the calendar up to date. Strong communication and detail orientation are essential, with proficiency in Microsoft Office.

Qualifications

• Ideally 0–3 years of work experience in client service within the finance sector.
• Bachelor's degree preferred.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.

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

Interpersonal skills

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Your role

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

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

Job Type

Full Time

Job Reference

340958BR

City

Miamisburg

Your team

You’ll be working in the Ohio/Indiana/Kentucky Market in the Miamisburg and Kenwood branches. 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

Qualifications

• Ideally 0-3 years of work experience in client service, within the finance sector.
• Bachelor's degree preferred.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Equal Opportunity Statement

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.