You’ll be the operational and client-service backbone for a two partner advisory team serving high-net worth clients. You’’ handle day to day client needs, onboarding/KYC, money movement, schedule and meeting preparation, account maintenance, reporting and light marketing support. This is a “client’s first call” position with high standards and accuracy, responsiveness and discretion.

We’re looking for a Client Service Associate to do:

• Be the primary point of contact for routine client requests.
• Prepare, track and resolve service tickets.
• Maintain meticulous notes in the CRM system
• Educate clients on digital tools and portals.
• Coordinate new account opening , document collection, and account/paperwork approval
• Process account maintenance and money movement requests.
• Keep management systems up-to-date with client information
• Help with the preparation of reports and other materials for client meetings
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

Job Reference #

329325BR

City

Cincinnati

Job Type

Full Time

Your team

You’ll be working in the Ohio, Indiana, Kentucky Market Kenwood Office on the HH Clark Team. 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 (for registered CSAs only)
• 0-3 years of work experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail and process oriented
• 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.