Client Services & Meetings Coordinator

UBS; Miamisburg (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

UBS in Miamisburg, OH, is seeking a Client Service Associate to support client service activities within the Ohio/Indiana/Kentucky market. You will keep client records current, educate clients on account services, and assist with preparing materials for meetings.

The role requires strong communication, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree and up to 3 years of experience are expected, with Series 7/66 licenses for registered CSAs as applicable.

Qualifications

• 0-3 years of work experience.
• Bachelor's degree required.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and thorough.

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.

Skills

Communication

Interpersonal skills

Detail oriented

Microsoft Office

Education

Bachelor's degree

Job description

UBS in Miamisburg, OH, is seeking a Client Service Associate to support client service activities within the Ohio/Indiana/Kentucky market. You will keep client records current, educate clients on account services, and assist with preparing materials for meetings.

The role requires strong communication, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree and up to 3 years of experience are expected, with Series 7/66 licenses for registered CSAs as applicable.