Client Service Associate

UBS; Knoxville (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading financial services firm is seeking a Client Service Associate in Knoxville, TN. Candidates should possess the Series 7 and 66 licenses and have 3-5 years of client service experience. The role demands excellent communication skills, attention to detail, and proficiency in the Microsoft Office Suite.

Qualifications

• 3-5 years of experience in client service within finance.
• Excellent communication and interpersonal skills.
• Detail oriented and proficient in Microsoft Office.

Skills

Communication

Interpersonal Skills

Detail Orientation

Microsoft Office Suite

Education

Bachelor's or Master's degree focusing on Finance

Job description

• series 7 and 66 licenses (for registered CSAs only)
• ideally 3-5 years of experience in client service, within the finance sector
• [bachelor's or master`s degree] or equivalent, focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About the company

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.