Client Service Associate

UBS; Pepper Pike (OH); On-site; USD 55,000 - 80,000; Full time

Job summary

UBS is looking for a motivated individual in Pepper Pike to provide support for client relationship building and business development activities. The ideal candidate will hold Series 7 and 66 licenses and have at least 5 years of experience in client services within the finance sector.

The role includes maintaining management systems, educating clients on services, and planning team marketing events. Strong interpersonal and analytical skills are essential.

Qualifications

• Series 7 and 66 licenses are required.
• 5+ years of experience in client service within the finance sector is ideal.
• Strong interpersonal skills necessary for effective communication.

Responsibilities

• Support client relationship building and business development activities.
• Maintain up-to-date management systems with client information.
• Educate clients on account services and capabilities.

Skills

Client relationship building

Business development

Analytical thinking

Communication skills

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Job Type: Full Time

Responsibilities

• Provide support for client relationship building and business development activities
• 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
• Ideally 5+ years of experience in client service within the finance sector
• Bachelor's degree or equivalent preferred
• Excellent communicator with top‑notch interpersonal skills
• Analytical and logical thinker
• Team player
• Proficient in Microsoft Office Suite

Location

Pepper Pike

Job Reference

#340410BR

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.