Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people?

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Full Time

340958

Miamisburg

You’ll be working in the Ohio/Indiana/Kentucky Market in the Miamisburg and Kenwood branches. 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

• Ideally 0-3 years of work experience in client service, within the finance sector.
• Bachelor's degree preferred.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

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.