Client Associate

Requisition Number

280782BR

Your role

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

We’re looking for a client 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

Function Category

Client advisory / Relationship management

Business Divisions

Global Wealth Management

Job Type

Full Time

Your team

You'll be working with a Financial Advisory team in the Columbus area. 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

• SIE, series 7 and 66 licenses

• ideally 3-5 years of experience in client service, within the

finance sector

Bachelor's or Master's degree or equivalent, focusing on Finance or business preferred

• 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 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire:

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.