Client Service Associate
UBS•Cincinnati, OH
•Onsite
About The Position
UBS is seeking a motivated, organized Client Service Associate to support a large advisory team in the Cincinnati market. The role focuses on helping clients with account services and providing attentive, proactive support to clients, prospects, and team members. The associate will work with a Cincinnati team that services more than 250 households and approximately $1 billion in assets under management.
Requirements
- Ideally 1–3 years of experience in client service.
- Series 7 and 66 licenses, or commitment to earning them shortly after hire.
- Excellent communication and interpersonal skills.
- High attention to detail and drive to succeed.
- Proficiency in Microsoft Office Suite.
- Ability to thrive in a fast-paced, collaborative, detail-oriented environment.
- Commitment to learning and self-development.
Responsibilities
- Schedule appointments for members of the team.
- Issue checks and transfer client funds between accounts and outside UBS.
- Print and mail account statements and other account documents at clients’ request.
- Educate clients about UBS services and account features.
- Gather and process information needed for account opening and maintenance.
- Greet clients and prospects and welcome them to the office.
- Prepare documents, presentations, and other materials for client and prospect meetings.
- Engage proactively with clients and visitors to anticipate their needs and provide exemplary customer service.
Benefits
- Flexible working options when possible.
- Opportunities to grow.
- Supportive team.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
