Part-Time Client Services Associate - Finance Team

Talentify; Chattanooga (TN); On-site; USD 42,000 - 56,000; Full time

Job summary

UBS in Chattanooga is seeking a Client Associate - Part-time to support client service and account work within a financial team. You will help keep client records updated and assist in preparing materials for client meetings.

The role requires licenses (Series 7/66 for CSAs), 1–2 years in client service in finance, and strong communication. A bachelor’s degree and proficiency in Microsoft Office are preferred. This position is based in Chattanooga, TN.

Qualifications

• Licenses Series 7 and 66 required for registered CSAs.
• 1–2 years in client service within finance preferred.
• Bachelor degree preferred.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect 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 licenses

Series 66 licenses

Client service

Education

Bachelor's degree

Tools

Microsoft Office

Job description

UBS in Chattanooga is seeking a Client Associate - Part-time to support client service and account work within a financial team. You will help keep client records updated and assist in preparing materials for client meetings.

The role requires licenses (Series 7/66 for CSAs), 1–2 years in client service in finance, and strong communication. A bachelor’s degree and proficiency in Microsoft Office are preferred. This position is based in Chattanooga, TN.