Registered Client Service Associate

City

Cincinnati

Job Type

Full Time

Country / State

United States - Ohio

Function Category

Business management, administration and support, Client advisory / Relationship management

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 alongside the Family & Foundations Wealth Management Group. They are a collaborative, team-based practice focused on delivering personalized financial guidance. 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.

Your expertise

• Bachelor’s degree required; preferred fields include communications, business, or finance
• Active Series 7 and Series 66 licenses required
• Ideally 3+ years of client service experience, preferably within the financial services industry
• Strong interpersonal communication skills with a client-first mindset
• Attention to detail and organizational abilities
• Ability to prioritize multiple tasks at once and adapt in a dynamic, fast-paced environment

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.