Client Experience Specialist, Financial Services

UBS; Johnson City (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

UBS in Johnson City, TN is seeking a Client Associate who can deliver exceptional client service and keep client records up to date. You will educate clients on account services, prepare materials for meetings, and collect documents for new accounts and service requests.

You'll plan team marketing events, maintain materials, and provide the team with a detailed calendar of activities, supporting a high-performing financial advisory group in a busy, client-focused office.

Qualifications

• Licenses Series 7 and Series 66 for registered CSAs when required.
• 3–5 years of client service experience in the finance sector.
• Bachelor degree preferred, with a finance focus.
• Excellent communication and strong interpersonal skills.
• Attention to detail with reliable document handling.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect 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

Series 7 license

Series 66 license

Client service experience

Excellent communicator

Detail oriented

Education

Bachelor degree preferred, focusing on finance

Tools

Microsoft Office Suite

Job description

UBS in Johnson City, TN is seeking a Client Associate who can deliver exceptional client service and keep client records up to date. You will educate clients on account services, prepare materials for meetings, and collect documents for new accounts and service requests.

You'll plan team marketing events, maintain materials, and provide the team with a detailed calendar of activities, supporting a high-performing financial advisory group in a busy, client-focused office.