Client Service Associate

UBS; Nashville (TN); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading firm in financial services seeks professionals with 3-5 years of client service experience and relevant licenses (series 7 and 66). Candidates should possess a finance degree and demonstrate excellent communication and detail-oriented skills, joining a dynamic team in Nashville.

Qualifications

• 3-5 years of experience in client service within finance.
• Series 7 and 66 licenses (for registered CSAs).

Skills

Communication

Interpersonal Skills

Attention to Detail

Microsoft Office Suite

Education

Bachelor's or Master's degree in Finance or equivalent

Job description

Your expertise

• 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.

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