Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

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

• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

Job Reference #

329313BR

City

Upper Arlington

Job Type

Full Time

Your team

You'll be working with a Wealth Management Advisory team in our Upper Arlington, Ohio office. 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. As a Registered Client Associate you will play an important role in the success of our team.

Your expertise

– bachelor's degree or equivalent, focusing on finance, communication, or business.
– series 7 and 66 licenses or willingness to obtain after hire.
– Ideally 5 years of experience in client service, within the finance sector.

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 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.