Client Associate
UBS · Chattanooga, TN · 1 mo ago
On-siteOTHRFull-time
About the role
We’re looking for a Client 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
Responsibilities
- 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
Requirements
- series 7 and 66 licenses (for registered CSAs only)
- ideally 2-4 years of experience in client service, within the finance sector
- [bachelor degree preferred], focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
Qualifications
series 7 and 66 licenses (for registered CSAs only)
ideally 2-4 years of experience in client service, within the finance sector
[bachelor degree preferred], focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
Skills
- series 7 and 66 licenses (for registered CSAs only)
- experience in client service, within the finance sector
- [bachelor degree preferred], focusing on finance
- communication and interpersonal skills
- attention to detail
- Microsoft Office Suite proficiency
Benefits
At UBS, we offer a supportive team environment, opportunities to grow, and flexible working options.
Pay
Details on pay will be provided during the interview process.
Schedule
The schedule for this position will be discussed during the interview process.