Financial Advisory Client Services Associate

UBS; Sylvania (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

UBS is looking for a Registered Client Associate to join the Financial Advisory Team in Sylvania, OH. You will support the team by keeping client information up-to-date, educating clients on services, preparing reports for meetings, and planning marketing events.

The ideal candidate should have a Bachelor's degree in finance, relevant licenses, and 2-4 years of client service experience. Strong communication skills and proficiency in Microsoft Office are essential for this role.

Qualifications

• Series 7 and 66 licenses are required.
• 2-4 years of experience in client service within the finance sector.

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 new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Skills

Interpersonal skills

Microsoft Office Suite

Detail-oriented

Education

Bachelor’s degree in finance

Job description

UBS is looking for a Registered Client Associate to join the Financial Advisory Team in Sylvania, OH. You will support the team by keeping client information up-to-date, educating clients on services, preparing reports for meetings, and planning marketing events.

The ideal candidate should have a Bachelor's degree in finance, relevant licenses, and 2-4 years of client service experience. Strong communication skills and proficiency in Microsoft Office are essential for this role.