Client Service Associate
UBS•Cincinnati, OH
•Hybrid
About The Position
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, assist with operational cash transactions, ensuring requests are processed accurately and in a timely manner, and manage client meeting logistics, including scheduling and conference room bookings.
Requirements
- bachelor's degree
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
Nice To Haves
- series 7 and 66 licenses preferred (or with the expectation to pass tests within 6 months)
Responsibilities
- 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
- assist with operational cash transactions, ensuring requests are processed accurately and in a timely manner
- manage client meeting logistics, including scheduling and conference room bookings
Benefits
- flexible working options when possible
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
