Client Service Associate

At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment. • Schedule appointments for members of the team • Issue checks and transfer funds for clients between accounts and outside UBS • Print and mail account statements and other account documents for clients on request • Educate clients on UBS services and account features • Gather and process information needed for account opening and maintenance • Greet clients and prospects and welcome them into the office when they arrive • Prepare documents, presentations and other materials for client and prospect meetings • Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service