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Client Service Associate

Company: UBS
Location: Franklin
Posted on: January 9, 2022

Job Description:

Your roleYour role Are you truly service oriented? Do you know how to take care of people?We're looking for a Client Service 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 activitiesYour teamYour team You'll be working with a Financial team in Franklin, TN.Your expertiseYour expertise--- series 7 and 66 licenses (for registered CSAs only)--- ideally 2-5 years of experience in client service, within the finance sector--- [bachelor's or master`s degree] or equivalent, focusing on finance--- excellent communicator, with solid interpersonal skills--- detail oriented (nothing gets past you)--- proficient in Microsoft Office SuiteAbout usUBS is the world's largest and 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.With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?Join usFrom gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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 StatementsUBS 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.

Keywords: UBS, Franklin , Client Service Associate, Other , Franklin, Tennessee

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