UBS Financial Services Client Service Associate in Cincinnati, Ohio
Job Reference #: 141616BR
Job Type: Part Time
Your Role: Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 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.
Your Experience and Skills: You have:
– a high school diploma
– client service experience
– series 7 and 66 licenses (for registered CSAs only)
What We Offer: Together. That’s how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We’ll value your passion and commitment. And reward your performance.
Why UBS? Video
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.