Key responsibilities

At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment.

• Schedule appointments for members of the team
• Issue checks and transfer funds for clients between accounts and outside UBS
• Print and mail account statements and other account documents for clients on request
• Educate clients on UBS services and account features
• Gather and process information needed for account opening and maintenance
• Greet clients and prospects and welcome them into the office when they arrive
• Prepare documents, presentations and other materials for client and prospect meetings
• Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service

The team

You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.

Your skills and experience

• Ideally 1-3 years of experience in client service
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• Excellent communicator with solid interpersonal skills
• High attention to detail and drive to succeed
• Proficient in Microsoft Office Suite
• Ability to thrive in a fast-paced, collaborative and detail oriented environment
• Commitment to learning and self-development

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

Client Service Associate