Client Associate

About the role

We're looking for a Client Associate to support our financial team in Knoxville, TN.

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

Qualifications

• 2-3 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite