Global Wealth Management

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Registered Client Service Associate

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United States - Ohio

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Business management, administration and support

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Global Wealth Management

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Job Reference #

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338745BR

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City

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Cincinnati

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Job Type

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Full Time

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Your role

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A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc.), answer questions, and schedule meetings. Additionally, they will be responsible for all administrative-related tasks.

Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills, immense attention to detail, and will be able to assist clients with their everyday needs.

Client Service Associates support both clients and advisors in the following areas:

• Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
• Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
• Assist in preparing reports, presentations, and other materials for client meetings
• Process client requests and approvals, including account transactions, disbursements, and investment-related changes
• Open new accounts, gather and verify client information, and prepare and process required documentation
• Research and resolve complex or unique client inquiries in a timely and professional manner
• Prepare, track, and submit expense reports
• Maintain up-to-date knowledge of firm policies, procedures, and technology platforms

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Your team

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You'll be working alongside the Foster Kavanaugh Wealth Management Group. They are a collaborative, team-based practice focused on delivering personalized financial guidance, with deep expertise in serving current and former Procter & Gamble professionals and their families.

The team leverages a strong understanding of P&G compensation and benefits to provide highly relevant advice, particularly around diversification, cashflow management, financial planning, and portfolio construction.

Clients rely on this dedicated group to prioritize generational planning, consistent service, clear communication, and tailored solutions designed to grow, protect, and optimize wealth across all stages of life. The team has been frequently recognized by Forbes as one of the top wealth management teams in the state.

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Your expertise

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• tBachelor's degree required; preferred fields include communications, business, or finance
• tActive Series 7 and Series 66 licenses required
• tIdeally 3+ years of client service experience, preferably within the financial services industry
• tStrong interpersonal communication skills with a client-first mindset
• tAttention to detail and organizational abilities
• tAbility to prioritize multiple tasks at once and adapt in a dynamic, fast-paced environment

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About us

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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.

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Join us

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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.

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Disclaimer / Policy statements

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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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n Registered Client Service Associate | UBS - Experienced professionals - job boardsn

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Skills

Administrative Skills, Artificial Intelligence (AI), Asset Management, Calendar Management, Communication Skills, Compensation and Benefits, Construction Planning, Customer Relations, Customer Support/Service, Customer/Client Research, Detail Oriented, Disbursements, Documentation, Establish Priorities, Finance, Financial Planning, Financial Services, Interpersonal Skills, Investment Services, Multitasking, Organizational Skills, Presentation/Verbal Skills, Reporting Skills, Sales Management, Series 66, Series 7, Team Player, Telephone Skills, Time Management, Wealth Management

About the Company

UBS Group AG