Financial Client Services & Relationship 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

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.