About this role
Client Service Associate at UBS. Location: Pepper Pike, Ohio, United States. Role: supporting clients, preparing reports, collecting documentation Requirements: Series 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and analytical skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel, Infinite Computer Solutions, Aon, KornFerry Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English