UBS
Client Associate – UBS
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Client Associate
role at
UBS .
Your role Are you truly service oriented? Do you know how to take care of people?
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
Job Type Full Time
Job Reference # 324405BR
City Knoxville
Your team You’ll be working with a financial team in Knoxville, TN.
Requirements
Series 7 and 66 licenses (for registered CSAs only)
Ideally 2+ years of experience in client service, within the finance sector
Bachelor’s degree preferred, focusing on finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
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, 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.
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. We’re committed to disability inclusion and, if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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Client Associate
role at
UBS .
Your role Are you truly service oriented? Do you know how to take care of people?
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
Job Type Full Time
Job Reference # 324405BR
City Knoxville
Your team You’ll be working with a financial team in Knoxville, TN.
Requirements
Series 7 and 66 licenses (for registered CSAs only)
Ideally 2+ years of experience in client service, within the finance sector
Bachelor’s degree preferred, focusing on finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
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, 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.
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. We’re committed to disability inclusion and, if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
#J-18808-Ljbffr