Client Services & Onboarding Specialist

UBS; Chattanooga (TN); Vor Ort; USD 48.000 - 72.000; Vollzeit

Zusammenfassung

UBS in Chattanooga, TN is seeking a Client Associate to support client service, account openings, and materials for meetings. You will educate clients on services, manage client information, and help coordinate team events and calendars.

Ideal candidates have Series 7/66 licenses (for registered CSAs), 1–3 years in client service in finance, and a finance-focused bachelor’s degree. Proficiency in Microsoft Office and strong communication are essential.

Qualifikationen

• Finance-focused bachelor’s degree preferred.
• Strong written and verbal communication.
• Attention to detail with ability to handle sensitive client information.
• Proficient with Microsoft Office Suite.

Aufgaben

• 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

Kenntnisse

Series 7 and 66 licenses

1-3 years client service experience

Excellent communicator

Detail oriented

Ausbildung

Bachelor degree preferred, finance focus

Tools

Microsoft Office

Jobbeschreibung

UBS in Chattanooga, TN is seeking a Client Associate to support client service, account openings, and materials for meetings. You will educate clients on services, manage client information, and help coordinate team events and calendars.

Ideal candidates have Series 7/66 licenses (for registered CSAs), 1–3 years in client service in finance, and a finance-focused bachelor’s degree. Proficiency in Microsoft Office and strong communication are essential.