UBS Financial Services Client Service Associate in Dayton, Ohio

Your role:

Key responsibilities will be:

Handling client inquiries & problem solving

Educating clients on account services and capabilities

Input data in to financial planning tools

Assist with the preparation of reports and other materials for client meetings

Ensure appropriate documentation is collated and processed for new accounts and service requests

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.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

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’ll be working for one of the largest wealth management teams in the Ohio/Indy Market, providing operational and administrative support to the Family Wealth Partners Team. You will be required to work both individually and as a team to help satisfy the mission of the Family Wealth Partners: To significantly impact the lives of our clients, colleagues and community with direction in their overall wealth and well-being , as we grow our business.

Your experience and skills:

You have:

High school diploma

Client Service Experience

Series 7 and 66 licenses - preferred

Diligent follow up skills

Strong attention to detail

Ability to work in a team environment

Critical thinking and problem solving

Organized, detail oriented and ability to multi-task

Excellent written/verbal communication skills

Strong computer skills and experience

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 #: 173280BR

Business Divisions: Global Wealth Management

Title: Client Service Associate

City: Dayton

Job Type: Full Time

Country / State: United States - Ohio

Function Category: Client advisory / Relationship management