Client Associate

UBS•Nashville, TN

56d

About The Position

The Client Service Associate (CSA) delivers day to day service excellence for clients and provides operational and administrative support to Financial Advisors. This entry level role keeps client data accurate, prepares meeting materials, coordinates account opening and service requests, and helps educate clients on firm tools and services. You are a front line problem solver who keeps the team organized and clients informed. Are you truly service oriented? Do you know how to take care of people? If so, we're looking for a CSA to help with:

Requirements

Bachelor's degree
Demonstrated proficiency in Microsoft products (360, Copilot, Outlook, Word, PowerPoint, Excel, Teams, & Sharepoint)
Strong written and verbal communicator
Independent, motivated, proactive, and focused
Detail oriented
Service mentality
Highly organized and calm under pressure

Nice To Haves

Helpful, but not required: series 7 and 66

Responsibilities

Client Service & Administration
Maintain client information across CRM and firm systems; ensure records, preferences, beneficiaries, and service notes are accurate.
Educate clients on account services and capabilities (Online Services, paperless delivery, statement navigation, mobile check deposit).
Prepare and quality check materials for client meetings; capture notes and assign follow up tasks immediately after meetings.
Coordinate account opening and servicing: collect required documentation, track status, and confirm completion with clients.
Acknowledge client emails and calls same day with next step timeframes; escalate urgent items appropriately.
Meeting & Scheduling Support
Own scheduling for regular planning and "service" meetings; use approved templates and offer Zoom/Teams/phone options.
Build agendas, assemble pre meeting packets, and ensure advisors have necessary context before every meeting.
Send recap emails with clear action items and due dates; update Running Notes and CRM tasks.
Money Movement, Tax & RMD Coordination
Coordinate wires/ACH and cashiering requests within firm controls; verify instructions and retain confirmations.
Liaise with client CPAs for quarterly estimates and annual filings; arrange secure document exchange and confirm payments when directed.
Track and coordinate Required Minimum Distributions (RMDs) and charitable QCDs per client instructions.
Marketing & Events
Support event logistics (invitations, RSVPs, run of show, post event follow ups) and maintain attendee lists.
Keep team marketing materials current (bios, website updates, pitch decks) in partnership with marketing resources.
Process & Tools
Use Teams/SharePoint to manage agendas, PIPs (Processes in Progress), templates, and document updates.
Follow the Service Matrix and Appointment Lifecycle checklists; help identify and implement process improvements.