UBS Financial Services Client Service Associate in Westlake, Ohio

Your role:

Are you truly service oriented? If so, we're looking for someone like you that can provide operational and administrative support to financial advisors and their clients. Your responsibilities will include:

  • assist financial advisors in client conversations

  • provide analytic information and aim to understand client goals

  • provide support for client relationship building and business development activities

  • keep management systems up-to-date with client information

  • educate clients on account service 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

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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 will be working as a part of Wealth Management Americas. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors ho deliver products and services specifically designed for them.

Your expertise:

  • Sr. 7 and 66 licenses preferred

  • Client service experience

  • Excellent communication skills

  • Analytical and logical (you can solve problems like nobody's business)

  • Dynamic and flexible team player

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 183021BR

Business Divisions: Global Wealth Management

Title: Client Service Associate

City: Westlake

Job Type: Full Time

Country / State: United States - Ohio

Function Category: Client advisory / Relationship management