Client Associate

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 Job Type Full Time Job Reference # 341398BR City Johnson City 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 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