United States - Ohio

Business management, administration and support

Global Wealth Management

Your role

Client Service Associates support both clients and advisors in the following areas:
• Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
• Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
• Assist in preparing reports, presentations, and other materials for client meetings
• Process client requests and approvals, including account transactions, disbursements, and investment-related changes
• Open new accounts, gather and verify client information, and prepare and process required documentation
• Research and resolve complex or unique client inquiries in a timely and professional manner
• Prepare, track, and submit expense reports
• Maintain up-to-date knowledge of firm policies, procedures, and technology platforms

Job Reference #

338745BR

City

Cincinnati

Job Type

Full Time

Your team

You'll be working in the Kenwood, Ohio UBS Branch alongside the Ohio, Indiana, Kentucky Market Management 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

• Bachelor’s degree required; preferred fields include communications, business, or finance
• Active Series 7 and Series 66 licenses required
• Approximately 3+ years of client service experience, preferably within the financial services industry
• Strong interpersonal communication skills with a client-first mindset
• Exceptional attention to detail and organizational abilities
• Ability to prioritize multiple tasks at once and adapt in a dynamic, fast-paced environment

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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.