Jobs
>
Cincinnati

    Senior Registered Client Associate - Cincinnati, United States - UBS

    UBS
    UBS Cincinnati, United States

    2 weeks ago

    Default job background
    Description
    United States - Ohio

    Business management, administration and support

    Global Wealth Management

    Job Reference #

    289992BR

    City

    Kenwood

    Job Type

    Full Time

    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. 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.

    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 its 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.

  • Rockefeller Financial

    Client Associate

    1 week ago

    Rockefeller Financial Cincinnati, United States

    About Rockefeller Capital Management · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultr ...

  • Rockefeller Financial

    Client Associate

    1 week ago

    Rockefeller Financial Cincinnati, United States

    About Rockefeller Capital Management: · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ult ...

  • Stifel

    Client Service Associate

    1 week ago

    Stifel Blue Ash, United States

    Summary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with c ...

  • Stifel

    Client Service Associate

    1 week ago

    Stifel Blue Ash, United States

    Summary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with c ...

  • Infosys LTD

    Associate Client Partner

    1 week ago

    Infosys LTD Cincinnati, United States

    Job description · Infosys is hiring for an Associate Client Partner for our Retail and CPG Practice. This role will be based in the Cincinnati, OH market. · As an Associate Client Partner you will collaborate with all client team members within the assigned account scope with a f ...

  • Stifel

    Client Service Associate

    1 week ago

    Stifel Cincinnati, United States

    Summary · Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, ...

  • Oxford Financial Group, Ltd

    Client Service Associate

    1 week ago

    Oxford Financial Group, Ltd Cincinnati, United States

    A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. · ...

  • Morgan Stanley

    Registered Client Service Associate

    2 weeks ago

    Morgan Stanley Cincinnati, United States

    *POSITION SUMMARY:* · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing ...

  • Elevance Health

    Client Services Associate I

    6 days ago

    Elevance Health Cincinnati, United States

    Title: Client Services Associate I · Location: This position will work a hybrid model (remote and office). Ideal candidates will live within 50 miles of one of our PulsePoint locations. · The Client Services Associate I will be responsible for performing customer service in a sal ...

  • Helium SEO

    Sr. Registered Client Service Associate

    2 weeks ago

    Helium SEO Cincinnati, United States

    Helium SEO is currently seeking aSr. Registered Client Service Associate to join our client's team in Kenwood, OH. This is a hybrid, direct-hire position. · Are you a seasoned professional in a client service role within the financial industry? Do you thrive in a collaborative en ...

  • Helium SEO

    Sr. Registered Client Service Associate

    1 week ago

    Helium SEO Cincinnati, United States

    Helium SEO is currently seeking a Sr. Registered Client Service Associate to join our client's team in Kenwood, OH. This is a hybrid, direct-hire position. · Are you a seasoned professional in a client service role within the financial industry? Do you thrive in a collaborative ...

  • Actalent

    Director Of Safety

    1 day ago

    Actalent Cincinnati, United States Full time

    Looking for a mid-level Safety specialist to be a part of consumer packaged goods company in downtown Cincinnati · Description: · Position Overview: · Oversees the entire safety program developing an inherent culture which makes safety the most important task we face each day. Wo ...

  • Actalent

    Director Of Safety

    1 day ago

    Actalent Cincinnati, United States Full time

    Description: · Position Overview:Oversees the entire safety program developing an inherent culture which makes safety the most important task we face each day. Works to prevent workplace accidents and promotes health and safety awareness and education to fellow employees. Respons ...

  • Stifel

    Client Service Associate

    1 week ago

    Stifel Blue Ash, United States

    Summary · Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, ...

  • Stifel Financial Corporation

    Client Service Associate

    6 days ago

    Stifel Financial Corporation Blue Ash, United States

    The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position Client Service, Associate, Fin ...

  • Stock Yards Bank & Trust

    trust client services associate

    1 day ago

    Stock Yards Bank & Trust Union, United States

    Effectively communicate with internal and external clients, verbally and in writing Draft client communications with guidance from Advisor Prepare presentations for existing clients Anticipate client and Advisor needs in all situations; resolve issue Client Service, Associate, In ...

  • Helium SEO

    Sr. Registered Client Service Associate

    1 week ago

    Helium SEO Union, United States

    Helium SEO is currently seeking a Sr. Registered Client Service Associate to join our client's team in Kenwood, OH. This is a hybrid, direct-hire position.Are you a seasoned professional in a client service role within the financial industry? Do you thrive in a collaborative envi ...

  • Skytech Consultancy Services

    Ai Governance Specialist

    4 days ago

    Skytech Consultancy Services Woodlawn, United States

    **AI Governance Specialist** · **Baltimore, MD, Full-time, On -site (HYBRID)** · **Description of Work**: · - Experience with AI ethics, frameworks and technologies. · - Collaborate with the customer to develop AI framework, governance and policy. · - Develop associated standards ...

  • Madeira Healthcare Center

    Physical Therapy Assistant Pta Prn

    5 days ago

    Madeira Healthcare Center Madeira, United States

    **PRN** PHYSICAL THERAPY ASSISTANT (PTA)** · CommuniCare Rehab, a member of the CommuniCare Family of Companies has a PRN position available for a** **Physical Therapy Assistant (PTA) at** Madeira Healthcare Center**_ _**Healthcare Center**.** **Our therapists are in-house and me ...

  • CommuniCare Corporate

    Healthcare Practice Liaison

    5 days ago

    CommuniCare Corporate Blue Ash, United States

    **Personalized Health Partners**, a medical practice associated with **CommuniCare Health Services**, is currently recruiting for a **Practice Liasion **to expand our network in the **Cincinnati, OH **market. · **Job Summary**: The Practice Liaison (PL) is responsible for educati ...