Client Service Associate

UBS • Upper Arlington, OH

44d • Onsite

About The Position

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
We're looking for a Client Service Associate to:
• provide best-in-class client experience through activemunication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
• Onboard and maintain client accounts, optimize operational efficiencies, process iing/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• Support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events
You will be working with a Wealth Management Advisory team in our Upper Arlington, Ohio office. 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. As a Client Service Associate you will play an important role in the success of our team.

Requirements

• series 7 and 66 licenses (for registered CSAs only)
• 0-3 years of work experience
• bachelor's degree
• excellentmunicator, with solid interpersonal skills
• detail and process oriented
• proficient in Microsoft Office Suite

Responsibilities

• provide best-in-class client experience through activemunication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process iing/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees