Client Associate
UBS Financial Services Inc.
Are you truly service oriented? Do you know how to take care of people? Your role 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 Job Type Full Time Job Reference #
341006BR
City Knoxville Your team You’ll be working with a financial team in Knoxville, TN. Your expertise ideally 2-3 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 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. #J-18808-Ljbffr UBS- ...Private Wealth Client Associate Knoxville, Tennessee To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Remote Growth & Client Relations Associate - Work From Home Company: Globe Life AO Location: 100% Remote – United States Schedule: Flexible Experience: Entry-Level Welcome | Training & Mentorship Provided Compensation: Commission-Based | Weekly Pay...SuggestedHourly payWeekly payFull timeLocal areaRemote workWork from homeFlexible hours
- ...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$70k - $90k
...TVAMP is a financial planning and investment management firm located in Knoxville, TN. We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work...SuggestedLive inWork at officeRelocation- Our client is an independent wealth management firm — growing, advisor-led, and serious about client experience. They've retained Squarely... ...a confidential search for an Operations & Client Service Associate: the person who sits at the center of the firm and makes everything...Temporary workWork at office
$50k - $60k
2 days ago Be among the first 25 applicants Join to save Client Service Associate at Sojourn Wealth Management Get AI-powered advice on this job and more exclusive features. Sojourn Wealth Management provided pay range This range is provided by Sojourn Wealth Management...Full timeWork at office- ...Job Description Job Description The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages administrative and follow-up tasks...Work at office
- ...business activities are legally sound A juris doctor (JD) or equivalent law degree from a law school accredited by the American Bar Association (or a Tennessee law school approved by the Tennessee Board of Law Examiners) and an active Tennessee law license or eligibility...Contract workInternship
- Type: Family Model Provider (TN) - Independent Contractor. If you are a positive and personable individual looking for a satisfying and fun opportunity to make a real difference in the lives of people with intellectual, developmental disabilities, and people facing mental...Full timeContract workFor contractorsLive inWork from home
- Corporate AttorneyThis Knoxville based role provides day-to-day legal support to assigned business units and cross-functional partners. This role helps identify and mitigate legal and operational risk, supports resolution of customer, guest, counterparty, and internal ...Contract workWork at officeLocal areaFlexible hours
- ...their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer...Full timeWork at officeLocal area
$85k - $100k
...Our client, a well-established and highly respected law firm in Knoxville, Tennessee, is seeking a Real Estate Attorney to join its growing and fast-paced practice. This is an excellent opportunity for an attorney looking to build a long-term career with a collaborative...- ...seeks an experienced Attorney to join its personal injury team in Knoxville, TN. This position offers the opportunity to represent clients throughout Tennessee and requires an active Tennessee Bar license in good standing. The ideal candidate will possess strong courtroom...
- ...Our client, a prominent national plaintiff’s law firm, seeks an experienced litigation associate to join its growing team. This is an excellent growth opportunity for an attorney interested in being part of a busy trial-oriented firm devoted to strong client advocacy....
- ...briefs, and discovery requests/responses, as well as conduct interviews and depose witnesses. Ability to build and maintain strong client relationships, understand their unique needs, and provide effective solutions. Self‑motivated and proven ability to work independently...Full timePart timeRemote workFlexible hours
- Morgan Stanley is seeking an Estate Planning specialist in Knoxville, TN. The role involves assisting with customized wealth planning strategies and working closely with the Advanced Resources Center. Candidates should have an advanced degree in trust and estate planning...
- ...This role will handle primarily motor vehicle and trucking accident cases in litigation. Responsibilities include trial preparation, client guidance, drafting litigation documents, and interacting with expert witnesses. Candidates must possess a law degree and be an...
- ...trial preparation, depositions leading to trial, complicated settlements, and in-court jury and bench trials, representing plaintiff clients in Tennessee. Responsibilities Day-to-day handling of motor vehicle accident cases in TN. Drafting and filing of litigation...Work at officeLocal area
$100k - $150k
..., and other legal documents Negotiate settlements with insurance carriers and opposing counsel Maintain regular communication with clients and provide exceptional service throughout the legal process Prepare cases for trial and participate in courtroom proceedings as needed...Work at office- ...development and mentorship to promote advancement in a collaborative and collegial environment. Opportunities include forward‑facing client interactions and experience handling appearances at hearings, depositions, and trials. We offer great stability, have an industry‑...Casual workWork at officeLocal areaImmediate start
- ...handling motor vehicle liability cases, including trial prep, depositions, complex settlements, and in-court trials for plaintiff clients in Tennessee. Our lawyers have support from prep teams and seasoned partners, with opportunities for significant trial experience and...Work at office
- ...their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer...Full timeLocal area
- ...construction, and insurance defense cases. The ideal candidate will have experience with depositions, motion practice, discovery, client communication, and case strategy. Attorneys will benefit from strong mentorship, a flexible and supportive work environment,...Flexible hours
- Coverage Attorney Are you looking for a challenging and fulfilling legal career that also offers you the healthy work-life balance necessary to juggle the demands of your busy life? Great West Casualty Company has a Coverage Attorney position open that affords you the...Work at officeImmediate startRemote work
$120k - $185k
...autonomy to build and expand your own practice while leveraging firm resources. Hybrid flexibility with the ability to maintain strong client relationships. Work with experienced professionals in a collaborative, growth-oriented culture. Opportunity for leadership...- ...engage with people during some of the most challenging times of their lives – moments filled with uncertainty, fear, and stress. Our clients come to us in the aftermath of tragic accidents, seeking not just legal representation, but a beacon of hope for their future....Full time
- ...seeks a Civil Attorney to support its Personal Injury Division. The ideal candidate will manage personal injury cases, advocate for clients, and conduct legal research. Professional communication skills and a Juris Doctor (J.D.) degree are required, along with admission...Local area
- ...Wettermark Keith Personal Injury Lawyers in Knoxville, Tennessee is seeking a Personal Injury Litigation Attorney with a strong client focus to handle complex claims from evaluation through resolution. You will evaluate claims, investigate evidence, file pleadings, represent...Full time
- A national defense firm is seeking a Tennessee-licensed attorney for its Knoxville office. The ideal candidate will have over 3 years of litigation experience in areas such as Professional Liability and Medical Malpractice. Responsibilities include drafting and responding...Full timeWork at office
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