Client Associate

UBS; Knoxville (TN); On-site; USD 42,000 - 55,000; Full time

Job summary

UBS in Knoxville, TN is hiring a Client Associate to support client services for a financial team. You will keep client records up-to-date, educate clients on account services, and assist in preparing client meeting materials.

The role involves gathering documentation for new accounts, planning team events, and maintaining a detailed calendar of activities. 2–3 years in client service within finance is preferred, with a bachelor’s degree preferred in finance.

Qualifications

• 2-3 years of client service experience in finance.
• Bachelor degree preferred, focusing on finance.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare 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.

Skills

Client service experience

Interpersonal skills

Detail oriented

Microsoft Office

Education

Bachelor degree preferred (finance)

Tools

Microsoft Office Suite

Job description

Are you truly service oriented? Do you know how to take care of people?

Your 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

Job Type

Full Time

Job Reference #

341006BR

City

Knoxville

Your team

You’ll be working with a financial team in Knoxville, TN.

Your expertise

• ideally 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 (nothing gets past you)
• proficient in Microsoft Office Suite

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.