Your role

　　We are looking for a Client Service Associate to:

　　 Enhance the client experience by servicing clients and providing operational and

　　administrative support to Financial Advisors

　　 Coordinate team marketing efforts - Preparation, Outreach and Events

　　 Keep contact management systems up-to-date with client information and notes

　　 Identify opportunities as a result of client life events

　　 Educate clients on account services and capabilities

　　 Prepare presentations and other materials for client meetings/outreach

　　 Collect and process documentation for opening new accounts and service-related

　　requests

　　 Manage team calendar and appointments

　　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 joining our team, Wiley Wealth Management

　　https://financialservicesinc.ubs.com/team/wileywealthmanagement/) (at our Kenwood Branch in

　　Cincinnati, OH

　　Our team manages close to $1 Billion in client assets.

　　Here is an article the Lindner College of Business wrote about Luke in October 2020, "It Starts with

　　One": https://business.uc.edu/alumni/news/luke-wiley.html

　　At UBS, we make a real impact in the lives of our clients by guiding them through major life events

　　and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful

　　financial planning and wealth management that looks beyond your investments and encompasses all

　　aspects of your financial life. This is achieved by creating a multi-generational financial plan with a

　　focus on maintaining the current lifestyle ("liquidity"), improving the future lifestyle ("longevity")

　　and improving the lives of others ("legacy"). We work with you to clarify your purpose and your

　　values, and help you define the impact you want your wealth to make on your family and in the

　　world.

　　Your expertise

　　 College degree is required

　　 Series 7 and 66 licenses preferred but not required

　　 Detail and service oriented

　　 Proficient in Microsoft Office Suite and other technologies, included but not limited to

　　Excel and Zoom

　　 Good written and verbal communication skills

　　 Team player with interpersonal skills

　　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