Client Service Associate

1 week ago

Cincinnati, Ohio, United States UBS Full time

About the Role

We are seeking a highly skilled Client Service Associate to join our Family Wealth Management Team in our Kenwood Branch. As a Client Service Associate, you will play a critical role in delivering exceptional client service and support to our high net worth and ultra-high net worth individuals and families.

Key Responsibilities

  • Ensure management systems are up-to-date with accurate and timely client information.
  • Assist in the preparation of reports and other materials for client meetings, ensuring all necessary documentation is complete and accurate.
  • Collect and maintain accurate documentation for new account openings and service requests.
  • Plan and coordinate team marketing events and maintain marketing materials to promote our services.
  • Provide a detailed calendar of activities to the team, ensuring seamless coordination and communication.

About Our Team

You will be working closely with our experienced financial advisors to deliver tailored financial solutions to our clients. Our team is dedicated to helping individuals and families achieve their financial goals through our comprehensive range of products and services.

Requirements

  • 1-3 years of experience in client service, preferably within the finance sector.
  • Bachelor's degree or equivalent experience.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Detail-oriented and proficient in Microsoft Office Suite.

About UBS

UBS is the world's largest and only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from our competitors.

We have a presence in all major financial centers in over 50 countries, offering a unique opportunity to work with diverse clients and teams.

Our Culture

We value flexibility, collaboration, and innovation at UBS. We offer flexible working arrangements, including part-time, job-sharing, and hybrid working models, to support our employees' work-life balance and well-being.

We believe that our people are our greatest asset, and we invest in their growth and development to drive our ongoing success.

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