UBS · 6 hours ago
Client Service Associate
Cincinnati, OH
Full-time
Onsite
New Grad, Entry Level
0+ years expUBS is a leading global wealth manager headquartered in Zurich, Switzerland, and they are seeking a Client Service Associate to support a two-partner advisory team serving high-net-worth clients. The role involves managing day-to-day client needs, onboarding, account maintenance, and providing marketing support while ensuring high standards of accuracy and responsiveness.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Be the primary point of contact for routine client requests
Prepare, track and resolve service tickets
Maintain meticulous notes in the CRM system
Educate clients on digital tools and portals
Coordinate new account opening, document collection, and account/paperwork approval
Process account maintenance and money movement requests
Keep management systems up-to-date with client information
Help with the preparation of reports and other materials for client meetings
Plan team marketing events and maintain marketing materials
Provide the team with a detailed calendar of activities
Qualification
Required
series 7 and 66 licenses (for registered CSAs only)
0-3 years of work experience
bachelor's degree
excellent communicator, with solid interpersonal skills
detail and process oriented
proficient in Microsoft Office Suite
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-24
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