Part-Time Client Services Associate - Finance

UBS; Chattanooga (TN); On-site; USD 35,000 - 55,000; Part time

Job summary

UBS in Chattanooga, TN seeks a Client Associate - Part-time to keep client records up-to-date, educate clients on account services, and assist with meetings. We’re looking for a candidate who can contribute to a service-driven team in a financial environment.

Ideal applicants have Series 7 and 66 licenses (for registered CSAs), 1–2 years of client service experience in finance, a bachelor’s degree, strong communication, attention to detail, and MS Office proficiency.

Qualifications

• Licenses Series 7 and 66 required for registered CSAs.
• 1–2 years of client service experience in finance preferred.
• Bachelor's degree is preferred.
• Strong communication and interpersonal skills.
• Attention to detail with accuracy.
• 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

1–2 years client service experience

Bachelor's degree

Excellent communicator

Detail oriented

Proficient in MS Office Suite

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

UBS in Chattanooga, TN seeks a Client Associate - Part-time to keep client records up-to-date, educate clients on account services, and assist with meetings. We’re looking for a candidate who can contribute to a service-driven team in a financial environment.

Ideal applicants have Series 7 and 66 licenses (for registered CSAs), 1–2 years of client service experience in finance, a bachelor’s degree, strong communication, attention to detail, and MS Office proficiency.