Client Service Associate

UBS - Full Time

Job #22383

Description

We’re looking for a Client Service Associate to:

  • 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

Your team

You’ll be working in the Ohio/Indiana Market Kenwood location. 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

Requirements

  • 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 oriented (nothing gets past you)
  • proficient in Microsoft Office Suite

Industries

Finance, Investment Management

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