Client Experience Specialist - Finance

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

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.