Client Service Associate

We’re looking for a Client Service Associate to:

• Serve as first point of contact by managing inbound client calls and initiating outbound calls as needed
• Process client requests, including account transactions, disbursements, and investment-related changes
• Research and resolve complex or unique client inquiries in a timely and professional manner
• Gather and process information needed for account opening and maintenance
• Proactively engage with clients, anticipate their needs, and provide exemplary customer service
• Maintain up-to-date knowledge of firm policies, procedures, and technology platforms
• Greet and welcome clients into the office when they arrive for meetings
• Educate clients on UBS services and account features
• Updating and maintaining Client Data
• Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
• Assist in preparing reports, presentations, and other materials for client meetings

Your team

You’ll be working with Summit Wealth Consulting Group in the Kenwood, Ohio branch, serving high-net-worth individuals and families through comprehensive wealth management, personalized service, and long-term financial planning. We are committed to delivering an exceptional client experience and building lasting relationships through teamwork, professionalism, and attentive service. We’re looking for a Client Associate who shares those values and is passionate about supporting clients and advisors.

Your expertise

• Ideally 1-3 years of experience in client service, preferably within the financial services industry
• Series 7 and 66 licensed (or commitment to earning them shortly after hire)
• Ability to thrive in a fast-paced, collaborative, and detail-oriented environment
• Excellent communicator with solid interpersonal skills
• Commitment to learning and self-development
• Attention to detail and organizational abilities
• Proficient in Microsoft Office Suite

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more