Wealth Client Associate: Service‑Oriented Accounts Pro

Talentify; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS is a leading global wealth manager and the leading universal bank. This role is with a financial team based in Nashville, TN. You will keep client information current, educate clients on account services, and help prepare reports for meetings.

Candidates should hold Series 7/66 licenses, have 1–3 years of client service experience in finance, a bachelor’s degree preferred, and strong communication and detail-oriented skills. Proficiency in Microsoft Office Suite is expected.

Qualifications

• 1–3 years of client service experience in finance is preferred.
• Bachelor degree is preferred.
• Strong communication and interpersonal skills.
• Attention to detail with accuracy.
• Proficient in Microsoft Office Suite.

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 license

Series 66 license

Client service experience

Excellent communication

Detail oriented

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

UBS is a leading global wealth manager and the leading universal bank. This role is with a financial team based in Nashville, TN. You will keep client information current, educate clients on account services, and help prepare reports for meetings.

Candidates should hold Series 7/66 licenses, have 1–3 years of client service experience in finance, a bachelor’s degree preferred, and strong communication and detail-oriented skills. Proficiency in Microsoft Office Suite is expected.