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Client Service Associate

New job Client Service Associate in Tennessee

Client Service Associate

Company : UBS
Salary : Details not provided
Location : Tennessee

Full Description

United States - Tennessee
Business management, administration and support
Global Wealth Management

Job Reference #

227597BR

City

Knoxville

Job Type

Full Time

Your role

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
  • plan team marketing events and maintain marketing materials, and team websites.
  • provide the team with a detailed calendar of activities

Your team

You’ll be working with a team in Knoxville, TN. As a client associate, you’ll play an important role in the client's experience.

Your expertise

  • series 7 and 66 licenses (or obtaining within 6 months)
  • ideally 3+ years of experience in client service, within the finance sector
  • bachelor's degree or equivalent
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

Apply Now