Client Service Associate
UBS · Pepper Pike, OH · 2 wk ago
On-siteOTHRFull-time
About the role
We’re looking for a Client Service Associate to:
- provide support for client relationship building and business development activities
- 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 documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Job Type: Full Time
Location: Pepper Pike
About your team
You’ll be working as part of Wealth Management Americas. 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’ll play an important role in team efficiency and relationship management.
Requirements
- Series 7 and 66 licenses
- Ideally 5+ years of experience in client service, within the finance sector
- Bachelor's degree or equivalent preferred
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical
- Team player
- Proficient in Microsoft Office Suite
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.