Client Services Pro - Wealth Management

UBS; Nashville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Client Associate in Nashville to keep client information current, educate clients on account services, and support meeting materials preparation. You will collect documentation for new accounts, plan team events, and manage the team's activity calendar.

Ideal candidates have 1–3 years in client service within finance, a Bachelor’s degree, and strong communication and interpersonal skills, along with proficiency in Microsoft Office Suite.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally 1-3 years of experience in client service within the finance sector
• Bachelor degree preferred
• 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 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

Skills

Client service experience

Excellent communicator

Interpersonal skills

Detail oriented

Education

Bachelor degree

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Associate in Nashville to keep client information current, educate clients on account services, and support meeting materials preparation. You will collect documentation for new accounts, plan team events, and manage the team's activity calendar.

Ideal candidates have 1–3 years in client service within finance, a Bachelor’s degree, and strong communication and interpersonal skills, along with proficiency in Microsoft Office Suite.