Description

Job Reference #
336437BR

Business Divisions
Global Wealth Management

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

Client Service & Operations:

• Maintain client and account information across internal management systems
• Educate clients on account services, processes, and capabilities
• Collect and organize documentation for account openings and service requests
• Support client service workflows, CRM updates, and operational processes
• Prepare meeting notes, summaries, and follow up materials

Business Development & Marketing:

• Plan and execute team marketing events
• Maintain and update marketing materials
• Assist with calendar management and coordination of team activities

Title
Registered Client Associate

City
Upper Arlington

Job Type
Full Time

Country / State
United States - Ohio

Function Category
Business management, administration and support

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.

Your team
You'll be working with a Wealth Management team in Upper Arlington. As a Registered Client Associate, you'll play an important role in the success of the team.

Your expertise
• Series 7 and 66 licenses
• Ideally 5 years of experience in client service, within the finance sector
• Bachelor degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• 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.

How we hire
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.



Requisition #: 336437BR

r1d4rh5eu