Client Service Associate

UBS•Cincinnati, OH

49d•Onsite

About The Position

We’re looking for a Client Service Associate to serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed. This role involves processing client requests, including account transactions, disbursements, and investment-related changes. You will research and resolve complex or unique client inquiries in a timely and professional manner, and gather and process information needed for account opening and maintenance. The associate will proactively engage with clients, anticipate their needs, and provide exemplary customer service. Maintaining up-to-date knowledge of firm policies, procedures, and technology platforms is crucial. Additionally, you will greet and welcome clients into the office when they arrive for meetings, educate clients on UBS services and account features, and update and maintain client data. Scheduling client meetings, maintaining accurate calendars, and coordinating availability for advisors and clients are also key responsibilities, as is assisting in preparing reports, presentations, and other materials for client meetings. You’ll be working with Summit Wealth Consulting Group in the Kenwood, Ohio branch, serving high-net-worth individuals and families through comprehensive wealth management, personalized service, and long-term financial planning. We are committed to delivering an exceptional client experience and building lasting relationships through teamwork, professionalism, and attentive service. We’re looking for a Client Associate who shares those values and is passionate about supporting clients and advisors.

Requirements

Ideally 1-3 years of experience in client service, preferably within the financial services industry
Series 7 and 66 licensed (or commitment to earning them shortly after hire)
Ability to thrive in a fast-paced, collaborative, and detail-oriented environment
Excellent communicator with solid interpersonal skills
Commitment to learning and self-development
Attention to detail and organizational abilities
Proficient in Microsoft Office Suite

Responsibilities

Serve as first point of contact by managing inbound client calls and initiating outbound calls as needed
Process client requests, including account transactions, disbursements, and investment-related changes
Research and resolve complex or unique client inquiries in a timely and professional manner
Gather and process information needed for account opening and maintenance
Proactively engage with clients, anticipate their needs, and provide exemplary customer service
Maintain up-to-date knowledge of firm policies, procedures, and technology platforms
Greet and welcome clients into the office when they arrive for meetings
Educate clients on UBS services and account features
Updating and maintaining Client Data
Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
Assist in preparing reports, presentations, and other materials for client meetings