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Client Services Associate — Wealth Management
Job in
Miamisburg, Montgomery County, Ohio, 45343, USA
Listed on 2026-07-14
Listing for:
UBS
Full Time
position Listed on 2026-07-14
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
UBS in Miamisburg, OH is seeking a client-service oriented professional to support financial advisory teams. The role focuses on maintaining client information, educating clients on account services, and preparing materials for client meetings.
Responsibilities include collecting documentation for new accounts, planning team marketing events, and keeping the calendar up to date. Strong communication and detail orientation are essential, with proficiency in Microsoft Office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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