Senior Registered Client Service Associate

2 weeks ago


Dayton, United States UBS Full time
Your role

Are you truly service oriented? Do you know how to take care of people? Do you have a passion for excellence?

We're looking for a Sr. Client Service Associate to:

•act as the personal private banker to high and ultra high net worth individuals and families
•setup accounts, onboard new clients, and assist with/help manage their online services
•educate clients on account services and capabilities, including banking and lending
•collect the right documentation for opening and maintaining new accounts
•prioritize and process account service requests for timely completion or delegation
•assist with client relationship building and business development activities such as client events
•perform general administrative duties to support team
•proactively develop self to continuously improve knowledge, skills, and credentials

Your team

You'll be working as part of Wealth Management Americas in Dayton Ohio. 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

• Series 7 and 66 licenses
• ideally 5-7 years of experience in client service, within the finance sector
• bachelors or equivalent, focusing on Finance/Accounting
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
]

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.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

  • Dayton, United States UBS 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: * 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...


  • Dayton, United States Sonida Senior Living Full time

    Sonida Senior Living - 2656 W Alex Bell [Restaurant Associate / Team Member] As a Dining Service Assistant at Sonida Senior Living, you'll: Assist chefs in the food preparation tasks, as assigned; Maintain standards for dining services to the Residents to include efficient meal service delivery, customer service and cleanliness of the dining room and...


  • Dayton, United States Encore Senior Living Full time

    Job DescriptionJob DescriptionWhere Lives & Careers Flourish!At Encore Senior Living, there is a strong sense of teamwork, a commitment to professional development, and a culture that encourages promotion from within. As a result, Encore team members tend to reciprocate with their personal commitment and stay with the organization for an extended tenure. As...


  • Dayton, United States SeniorResourceConnection Full time

    Job DescriptionJob DescriptionFinancial Service Worker/Payee - This position is accountable for functioning as a representative payee for assigned clients who are disabled and are unable to manage their own money safely and responsibly. The position will also maintain the automated financial payee system and related computer records. This is a full-time...

  • Outreach Assessor

    2 weeks ago


    Dayton, United States Senior Resource Connection Full time

    Job Description Job Description This position is accountable for performing telephone and in-home assessments and providing direct service to eligible clients in the service area, with strict confidentiality. RESPONSIBILITIES AND DUTIES 1. Provides assessment/reassessment services to eligible customers. a. Conducts telephone intake interviews. b. Performs...


  • Dayton, United States Capital Senior Living Full time

    Find your joy here, at The Wellington at Dayton, a Sonida Senior Living community! We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match & much more!The Wellington at Dayton, a premier retirement community in Dayton, Ohio provides quality care to residents in an Independent Living...

  • Caregiver

    3 days ago


    Dayton, United States Senior Helpers - Dayton Full time

    Job DescriptionJob DescriptionSenior Helpers is a home care company that is always growing, reputable, and nationally recognized for in-home care and as a “Great Place to Work.” At Senior Helpers Dayton, we care for our caregivers in a respectful manner and demonstrate camaraderie and recognition so our caregivers can provide and serve our clients to the...


  • Dayton, United States Capital Senior Living Full time

    Find your joy here, at The Wellington at Dayton, a Sonida Senior Living community! We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match & much more! The Wellington at Dayton, a premier retirement community in Dayton, Ohio provides quality care to residents in an Independent Living...


  • Dayton, United States Sonida Senior Living Full time

    Sonida Senior Living - 2656 W Alex Bell [Kitchen Staff / Grill Cook / Line Cook] As a Dining Service Cook at Sonida Senior Living, you'll: Be responsible for providing healthy food for residents; Maintain standards for dining services to the Residents to include efficient meal service delivery, customer service and cleanliness of the dining room and kitchen;...


  • Dayton, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...


  • Dayton, United States Sonida Senior Living Inc. Full time

    Find your joy here, at The Wellington at Dayton, a Sonida Senior Living community! We offer a comprehensive benefit package to include competitive wage/salary, health and dental insurance, 401k with company match & much more! The Wellington at Dayton, a premier retirement community in Dayton, Ohio provides quality care to residents in an Independent Living...

  • Senior Accountant

    1 month ago


    Dayton, United States Russ Hadick & Associates Full time

    Are you an experienced Senior Accountant or CPA with great people skills? Does your attention to detail and ability to get things done set you apart from your peers? Look no further, we may have the job for you! Russ Hadick & Associates, named by Forbes as one of the top recruiting firms in the country, has partnered with a local firm to fill their Senior...

  • Food Server

    5 days ago


    Dayton, United States Sonida Senior Living Full time

    Sonida Senior Living - 2656 W Alex Bell [Restaurant Associate / Team Member] As a Server at Sonida Senior Living, you'll: Serve meals to residents in a timely and courteous manner; Maintain cleanliness and organization of dining room; Assist with preparation and setup for special events; Monitor and report any changes in residents' appetite or dietary needs;...


  • Dayton, United States Senior Helpers - Dayton Full time

    Job DescriptionJob DescriptionJob Summary:Senior Helpers - Dayton is looking for a compassionate and dedicated Home Care Coordinator to join our team in providing high-quality home care services to seniors in the Dayton, Ohio area. As a coordinator, you will play a vital role in ensuring our clients' needs are met by covering open schedules and...


  • Dayton, United States ARA Full time

    Applied Research Associates, Inc. (ARA) is actively seeking a highly qualified Senior Software Engineer for software development the Intelligence communities. The candidate Applies advanced knowledge in the areas of engineering, computer science, and information technology for the technical design, development, and implementation of complex programming...

  • Client Specialist

    2 days ago


    Dayton, United States The Talbots Inc Full time

    Job Number: 21565 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...


  • Dayton, United States Edfinancial Services Full time

    Edfinancial has been named a Top Workplace four years in a row! Are you a customer service rockstar who is ready to make a big impact helping customers understand their student loans? Do you want a set schedule so you can plan your days off in advance? Would you like to join a growing local company where there is potential for career advancement? If so,...


  • Dayton, United States Edfinancial Services LLC Full time

    Job DescriptionJob DescriptionDescription:Edfinancial has been named a Top Workplace four years in a row!Are you a customer service rockstar who is ready to make a big impact helping customers understand their student loans? Do you want a set schedule so you can plan your days off in advance? Would you like to join a growing local company where there is...


  • Dayton, United States Ywca Emergency Shelter Full time

    Apply Description YWCA Dayton, a 24 hours organization dedicated to the empowerment of women and the elimination of racism, seeks an energetic, dedicated person to be an integral part of our team. The Client Support Coordinator reports to the Crisis Services Manager and is responsible for ensuring that survivors of domestic violence, intimate partner...

  • Dietary Aide

    2 weeks ago


    Dayton, United States Encore Senior Living Full time

    Job DescriptionJob DescriptionWhere Lives & Careers Flourish!Make a real difference in someone’s life . . . starting with yours! At Encore Senior Living, there is a strong sense of teamwork, a commitment to professional development, and a culture that encourages promotion from within. As a result, Encore team members tend to reciprocate with their personal...