Client Associate

UBS • Knoxville, TN

7d

About The Position

The Client Associate supports a financial team in Knoxville, Tennessee by maintaining client information, educating clients about account services, preparing materials for meetings, collecting documentation for account openings and service requests, organizing team marketing activities, and keeping a detailed calendar of team activities. The role calls for a service-oriented professional with client-service experience in the finance sector, strong communication and interpersonal skills, attention to detail, and proficiency in Microsoft Office Suite. A bachelor's degree is preferred.

Requirements

• Ideally 3–5 years of experience in client service within the finance sector.
• Excellent communication and interpersonal skills.
• Strong attention to detail.
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Bachelor's degree preferred.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect documentation for opening new accounts and handling service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Benefits

• Flexible working options when possible.
• Opportunities to grow.
• Supportive team and new challenges.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed