Client Service Associate

UBS; Cincinnati (OH); Presencial; USD 45.000 - 70.000; Jornada completa

Descripción de la vacante

UBS Group AG in Cincinnati is seeking a Client Service Associate to support a large advisory team in the Cincinnati Market. The ideal candidate is motivated, organized, and focused on helping clients chart their financial lives within a collaborative environment.

You will schedule appointments, process transfers, print statements, educate clients on UBS services, and prepare materials for meetings. Excellent communication, attention to detail, and proficiency with MS Office are essential for

Formación

• 1–3 years of client service experience.
• Series 7 and Series 66 licenses or commitment to earning them shortly after hire.
• Excellent communicator with strong interpersonal skills.
• High attention to detail and drive to succeed.
• Proficient in Microsoft Office Suite.

Responsabilidades

• Schedule appointments for team members.
• Issue checks and transfer funds for clients between accounts and outside UBS.
• Print and mail account statements and other documents 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.
• Prepare documents and materials for client meetings.
• Proactively engage with clients to anticipate their needs.

Conocimientos

Client service experience

Interpersonal skills

Attention to detail

Microsoft Office

Series 7 license

Series 66 license

Herramientas

Microsoft Office

Descripción del empleo

Key Responsibilities

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

Job Reference #

345634BR

City

Cincinnati

The 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 Skills And Experience

• 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.

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.