Finance Client Associate - Client Service & Accounts

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

Job summary

UBS is seeking a Registered Client Associate in Nashville to support client service delivery, maintain accurate client records, and educate clients on account services. You will help prepare client meeting materials and ensure timely documentation for new accounts and service requests.

You will collaborate with a local financial team, manage calendars, plan events, and maintain marketing materials, contributing to a high standard of client care and operational efficiency at UBS in Nashville.

Qualifications

• 1-3 years of client service experience in finance.
• Series 7 and 66 licenses required.
• Excellent communication and interpersonal skills.
• Detail oriented with precise data handling.
• Proficient in Microsoft Office.

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

Series 7 and 66 licenses

1-3 years client service experience in

Excellent communicator

Detail oriented

Microsoft Office Suite

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

UBS is seeking a Registered Client Associate in Nashville to support client service delivery, maintain accurate client records, and educate clients on account services. You will help prepare client meeting materials and ensure timely documentation for new accounts and service requests.

You will collaborate with a local financial team, manage calendars, plan events, and maintain marketing materials, contributing to a high standard of client care and operational efficiency at UBS in Nashville.