Home
/
Customer Service
/
Client Service Associate
Client Service Associate-October 2024
Cincinnati
Oct 28, 2026
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Service Associate

  Your role

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

  We're looking for a Client Service Associate to:

  • 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

  ]

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

  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.

  Your team

  You'll be working in the Downtown Cincinnati 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

  Your expertise

  • series 7 and 66 licenses (preferred, not required)

  • bachelor's degree

  • excellent communicator, with solid interpersonal skills

  • detail oriented (nothing gets past you)

  • proficient in Microsoft Office Suite

  About us

  UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

  We have a presence in all major financial centers in more than 50 countries.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Senior Analyst-Trading Support
Job Description: Supports Trading functions of Wealth and Investment Management, GTS and GCIB. Performs analytical, technical, and administrative work in planning, installing, designing and supportin
Large Enterprise Account Executive
Sprinklr is a leading enterprise software company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management (Unified-CXM) platform helps companies deliver
Theatre Team Member
CO Salary Range: USD 12.25 - 13.78 per hour Now Hiring Immediately! What We Can Offer You: Every team member deserves the star treatment! Each career comes with a variety of benefits for both hourly
Member Service Representative (Part-Time) - Twentynine Palms
Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate I
Member Service Representative (Full-Time) - Radcliff
Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate I
Support Associate Level IV
Support Associate Level IV Position Description Under the direct supervision of the Contract Management Team, perform various clerical and repetitive manual functions to support the customer service
Agente de servicio al cliente - Reforma
Acerca del puesto Los Especialistas de atención al cliente (Experts) son los embajadores de Uber en la ciudad y los responsables de atender personalmente a los socios conductores, quienes son nuestro
Customer Engineer Intern
Job Description Join Intel and build a better tomorrow! We create world-changing technology that improves the life of every person on the planet every day ranging from the technology inside self-orde
Transportation Representative
C.H. Robinson, a multinational corporation operating in the realm of transportation and logistics, cordially extends an invitation for you to join our esteemed Prague branch as a valued team member.
Customer Support Representative - Croatian speaker
About the Role At Uber, we are providing outstanding support that establishes trust for riders, driver-partners, eaters, and delivery partners -our community- is a core feature of our product experie
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved