Client Service Associate

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Job Reference #: 332042  
·

Location:

Upper Arlington, Ohio
· Job Type: Part Time

• Provide best-in‑class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution.
• Onboard and maintain client accounts; optimize operational efficiencies; process incoming/outgoing wires and charitable gifts; manage cash 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 the team’s business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events.

• Series 7 and 66 licenses (for registered CSAs only)
• 0–3 years of work experience
• Bachelor’s degree
• Excellent communicator, with solid interpersonal skills
• Detail‑ and process‑oriented
• Proficient in Microsoft Office Suite

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.

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. We use artificial intelligence (AI) to work smarter and more efficiently.

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. We’re committed to disability inclusion; if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.