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    Senior Registered Client Service Associate - Dayton, United States - UBS

    UBS
    UBS Dayton, United States

    5 days ago

    Default job background
    Description
    Your role

    Are you truly service oriented? Do you know how to take care of people? Do you have a passion for excellence?

    We're looking for a Sr


    Client Service Associate to:

    • act as the personal private banker to high and ultra high net worth individuals and families
    • setup accounts, onboard new clients, and assist with/help manage their online services
    • educate clients on account services and capabilities, including banking and lending
    • collect the right documentation for opening and maintaining new accounts
    • prioritize and process account service requests for timely completion or delegation
    • assist with client relationship building and business development activities such as client events
    • perform general administrative duties to support team
    • proactively develop self to continuously improve knowledge, skills, and credentials
    Your team

    You'll be working as part of Wealth Management Americas in Dayton Ohio. 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


    • Series 7 and 66 licenses
    • ideally 5-7 years of experience in client service, within the finance sector
    • bachelors or equivalent, focusing on Finance/Accounting
    • 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 the 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.

    We have a presence in all major financial centers in more than 50 countries.

    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.

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