Client Service Associate

UBS Financial Services; Kenwood (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading global wealth manager seeks a Client Service Associate in Kenwood, OH, to provide exceptional client service. This role involves greeting clients, managing account documentation, and cultivating relationships with financial advisors. Ideal candidates will have strong communication skills and a detail-oriented approach. Opportunities for growth and a supportive team environment are emphasized.

Qualifications

• 0-3 years of work experience.
• Excellent communicator with solid interpersonal skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Greet and assist clients and visitors to the branch.
• Maintain management systems with client information.
• Help prepare paperwork for client meetings.

Skills

Communication

Interpersonal Skills

Detail Oriented

Proactive

Education

Bachelor's degree or high school diploma

Tools

Microsoft Office Suite

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=327624

Business management, administration and support

Global Wealth Management

Job Reference #

320986BR

City

Kenwood

Job Type

Full Time

Your role

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

We’re looking for a Client Service Associate to:

• greet and assist clients and visitors to the branch, providing exceptional service
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of paperwork and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
• maintain risk awareness and regulatory knowledge

Your team

You’ll be working with a top UBS team in the Kenwood, OH branch location. 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 expertise

• 0-3 years of work experience
• bachelor's degree or high school diploma or equivalent (college degree a plus)
• excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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. 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.