Client Service Associate

UBS; Cincinnati (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

UBS in Cincinnati is seeking a Client Service Associate to support a large advisory team. The ideal candidate is motivated, organized and passionate about helping clients chart their financial lives in a collaborative setting.

Responsibilities include scheduling appointments, issuing checks and transfers, printing statements, educating clients on services, gathering information for accounts, greeting visitors and preparing meeting materials with a focus on exemplary service.

Qualifications

• 1–3 years of client service experience.
• Series 7 and 66 licenses or plan to earn soon after hire.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Schedule appointments for team members.
• Issue checks and transfer funds for clients.
• Print and mail account statements and documents.
• Educate clients on UBS services and account features.
• Gather and process information for account opening.
• Greet clients and prospects on arrival.
• Prepare documents for client and prospect meetings.
• Engage with clients to anticipate needs and provide exemplary service.

Skills

Client service

Communication

Attention to detail

Microsoft Office

Teamwork

Education

Series 7 license

Series 66 license

Job description

Your role

At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment.

• Schedule appointments for members of the team
• Issue checks and transfer funds for clients between accounts and outside UBS
• Print and mail account statements and other account documents for clients on request
• Educate clients on UBS services and account features
• Gather and process information needed for account opening and maintenance
• Greet clients and prospects and welcome them into the office when they arrive
• Prepare documents, presentations and other materials for client and prospect meetings
• Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service

Your role

At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment.

• Schedule appointments for members of the team
• Issue checks and transfer funds for clients between accounts and outside UBS
• Print and mail account statements and other account documents for clients on request
• Educate clients on UBS services and account features
• Gather and process information needed for account opening and maintenance
• Greet clients and prospects and welcome them into the office when they arrive
• Prepare documents, presentations and other materials for client and prospect meetings
• Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service

Job Type

Full Time

City

Cincinnati

Your team

You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.

Your expertise

• Ideally 1-3 years of experience in client service
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• Excellent communicator with solid interpersonal skills
• High attention to detail and drive to succeed
• Proficient in Microsoft Office Suite
• Ability to thrive in a fast-paced, collaborative and detail oriented environment
• Commitment to learning and self-development

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.