Client Associate, Registered

UBS; Sylvania (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

UBS is looking for a Registered Client Associate to join the Financial Advisory Team in Sylvania, OH. You will support the team by keeping client information up-to-date, educating clients on services, preparing reports for meetings, and planning marketing events.

The ideal candidate should have a Bachelor's degree in finance, relevant licenses, and 2-4 years of client service experience. Strong communication skills and proficiency in Microsoft Office are essential for this role.

Qualifications

• Series 7 and 66 licenses are required.
• 2-4 years of experience in client service within the finance sector.

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 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

Microsoft Office Suite

Detail-oriented

Education

Bachelor’s degree in finance

Job description

Job Summary

We’re looking for a Registered Client Associate to support the Financial Advisory Team in the Sylvania, OH office.

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

Qualifications

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 2-4 years of experience in client service within the finance sector
• Bachelor’s degree preferred, focusing on finance
• Excellent communicator with solid interpersonal skills
• Detail oriented—nothing gets past you
• Proficient in Microsoft Office Suite

Job Type: Full Time

Location: Sylvania, OH

Reference #: 340067BR

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.