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Client Associate
Career Insights for Marketing Assistant / Associate
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Scorecard
Based on Ohio data
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What they do
A Marketing Assistant or Associate coordinates marketing and advertising activities for a company. Works to promote a company image and assists with developing and implementing marketing strategies. Interacts with customers and vendors, selects advertising outlets, organizes materials and logistics for trade events or conferences.
$56,950 / year median in Ohio
-17% projected decline
Job Description
Client Associate
United States - Ohio
Business management, administration and support
Global Wealth Management
Job Reference #
343423BR
City
Miamisburg
Job Type
Full Time
Key responsibilities
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Service Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
The team
You'll be working in the Ohio/Indiana/Kentucky Market in Miamisburg, Ohio. 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 skills and experience - Ideally 0-3 years of work experience
- bachelor's degree
- excellentmunicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- series 7 and 66 licenses (for registered CSAs only)
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/careers.
How we hire
We may request you toplete one or more assessments during the application process. Learn more
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, wver 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'remitted to disability inclusion and if you need reasonable amodation/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.
Benefits
- Dental Insurance