Job Description

Job Reference #
312227BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
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
Your team
You’ll be working with a financial team in Johnson City, TN.
Your expertise
series 7 and 66 licenses (for registered CSAs only)
ideally 3-5 years of experience in client service, within the finance sector
[bachelor degree preferred], focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Job Tags

Full time, Job sharing, Work at office, Work from home, Flexible hours,

Similar Jobs

Conservatory at Alden Bridge

Server - Senior Living Job at Conservatory at Alden Bridge

...DISCOVER YOUR PURPOSE! At Conservatory Alden Bridge, a thriving Discovery Senior Living community, we have meaningful job opportunities with the ability to make a difference in the lives of our residents. About Discovery Senior Living Discovery Senior Living ranks...

Stanislaus County Department of Workforce Development

Receptionist / Office Administrator Job at Stanislaus County Department of Workforce Development

...Company Overview: We are a comprehensive funeral service provider specializing in on-site funerals and cremations. Serving the entire Central Valley, we are dedicated to offering tailored services and products that meet the unique needs of each family. Our focus includes...

John Knox Manor Inc

Front Desk Clerk - 2nd Shift - Fulltime - Retirement Tower Job at John Knox Manor Inc

John Knox Manor Inc is looking for a Front Office Receptionist to join our team in the Retirement Tower office. The Receptionist will greet and assist residents, visitors, clients and support fellow colleagues of the organization. Current position opening is hourly...

Endeavor Schools, LLC

Afterschool Teacher-Part Time Job at Endeavor Schools, LLC

...: Build a Career with Meaning and Enhance Your Future Come join us at Montessori Academy on the Ranch as an After School Teacher!This is a part time position-Monday thru Friday 2:00 pm to 6:00 pm. At Montessori Academy on the Ranch, our educators brighten children's lives...

Aerotek

Facilities Maintenance Technician Job at Aerotek

...Description Ideal candidate has HVAC and machine preventative maintenance2 for 1st shift - 7-:30pm with OT2 for 2nd shift 3 - 11p with... ...site at AMF and two will be moved to AMFSouth (old Remington building) once trained and needed at that facilityJob Description...

Client Associate Job at UBS, Johnson City, TN

RXUxa1ltc1NESGttVjd1bndXWmEvdU5vd2c9PQ==