CLIENT ASSOCIATE

2 weeks ago


Nashville TN USA, United States UBS Full time
Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Client Service Associate to provide:

* administrative tasks including scanning, filing, daily

report review, process management and follow through,

general appointment preparation assistance, and client

relationship management (CRM) maintenance.

* Analytical components include researching compliance,

investment, and insurance policy information, creating

informational recaps for the team, generating reports for

client meetings, requesting illustrations, monitoring

business analysis, and creating executive summaries.

* Creative duties involve PowerPoint, Excel, and Word

document creation, website editing, maintenance, and

management, updating marketing materials, managing

the teams' social media campaigns, creating event

invitations, and event planning and execution.

Those applying should be seeking exciting work in a fast paced environment which encompasses a wide variety of aspects across multiple business lines. This position requires a commitment to detailed work-product, strict confidentiality of client information, and a high degree of integrity.

This entry-level position affords the successful candidate the opportunity to develop and grow their existing skills alongside a high-performing and rapidly expanding team of professionals, with the prospect of building a lasting and rewarding long-term career.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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?

Your expertise

* Financial experience and licensing is not required for this

position.

* Applicants should have a college degree, or have at least

4 years' experience working in an administrative position.

* excellent communicator, with solid interpersonal skills
* detail oriented
* proficient in Microsoft Office Suite

About us

UBS is the world's largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

  • Nashville, United States Engage8 Solutions Full time

    Job DescriptionJob DescriptionDo you believe that all it takes is a little communication and a smile to solve most problems?Are you passionate about introducing solutions to clients they haven't even been aware of?Are you ready to grow your career and work for a company that you believe in?Three times yes? Then we need to meet you!Engage8 Solutions is...


  • Nashville, United States Engage8 Solutions Full time

    Job DescriptionJob DescriptionDo you believe that all it takes is a little communication and a smile to solve most problems?Are you passionate about introducing solutions to clients they haven't even been aware of?Are you ready to grow your career and work for a company that you believe in?Three times yes? Then we need to meet you!Engage8 Solutions is...


  • Nashville, United States Engage8 Solutions Full time

    Do you believe that all it takes is a little communication and a smile to solve most problems?Are you passionate about introducing solutions to clients they haven't even been aware of?Are you ready to grow your career and work for a company that you believe in?Three times yes? Then we need to meet you!Engage8 Solutions is looking for a Client Services...


  • Nashville, United States S&P Global, Inc. Full time

    And Impact: Primary duties will be 2nd line support investigation, reproduction, and resolution of customer issues which includes but is not limited to: Advising on workarounds and identifying issues for bug fixing by the development team. Supporting Client Support, Support, Associate, Technology, Client


  • Nashville, TN, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

  • REGISTERED NURSE

    3 weeks ago


    Nashville, TN 37201, USA, United States Davidson County-Metro Nashville (TN) Full time

    Typical Duties* Performs a variety of clinical services, such as immunizations, family planning, pregnancy tests, STD testing, head lice evaluation, and TB skin tests. Family planning component would include offering information about birth control, counseling on pregnancy tests, providing options counseling, and working the women's health nurse...

  • REGISTERED NURSE

    3 weeks ago


    Nashville, TN 37201, USA, United States Davidson County-Metro Nashville (TN) Full time

    Position DescriptionCarry out public health nursing services and implement nursing care plans within clinical area assuming a team approach. Work with individuals, families and groups to promote health, health maintenance and disease prevention. Work includes maintaining medical records, conducting assessments, participating in research and data collection,...


  • Lake Forest, CA 92630, USA, United States The Adecco Group Full time

    Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care Associate Pay Rate: $20/ HR Work Schedule: Monday to Friday, 5:00 AM - 2:00 PM Employment Type: Temp to Hire J Associate, Customer Care, Customer Service, Client, Retail, Staffing, Communication


  • Nashville, United States BCI - Brokerage Consultants Inc Full time

    Client Service Analyst | Greater Nashville Summary The Client Service Associate is responsible for enriching the client experience through effective client service and operational assistance to Financial Advisors and the team. As a Client Service Associate, you will engage with clients and potential clients, anticipate their requirements, address their...


  • Nashville, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Analyst | Greater NashvilleSummaryThe Client Service Associate is responsible for enriching the client experience through effective client service and operational assistance to Financial Advisors and the team. As a Client Service Associate, you will engage with clients and potential clients, anticipate their requirements, address their...


  • Nashville, United States BCI - Brokerage Consultants Inc Full time

    Client Service Analyst | Greater Nashville Summary The Client Service Associate is responsible for enriching the client experience through effective client service and operational assistance to Financial Advisors and the team. As a Client Service Associate, you will engage with clients and potential clients, anticipate their requirements, address their...


  • Nashville, United States BGSF Full time

    BGSF has joined with an investment management firm in search of a Client Services Associate.Responsibilities: Take ownership of administrative processes, including the client on-boarding process Handle all requests from clients pertaining to account administration Organize, scan, and maintain all paper/electronic files Maintain CRM system to ensure all...


  • Nashville, United States BGSF Full time

    BGSF has joined with an investment management firm in search of a Client Services Associate.Responsibilities: Take ownership of administrative processes, including the client on-boarding process Handle all requests from clients pertaining to account administration Organize, scan, and maintain all paper/electronic files Maintain CRM system to ensure all...


  • Nashville, United States BDO Full time

    Job Summary: The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients. Job Duties: * Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate...


  • Nashville, United States Quantum Cmg Full time

    About you: You're a social butterfly, and good at it. You'reable to work the room, get cards, and make connections and turn them into relationships.You get people and they like you. You're able to make them feel comfortable,trust you, and feel connected. You're also empathetic-you can identity problemsand feel their pain, knowing what will be best for a...


  • Nashville, United States Quantum Cmg Full time

    About you: You're a social butterfly, and good at it. You'reable to work the room, get cards, and make connections and turn them into relationships.You get people and they like you. You're able to make them feel comfortable,trust you, and feel connected. You're also empathetic-you can identity problemsand feel their pain, knowing what will be best for a...


  • Nashville, United States Flood, Bumstead, McCready, and McCarthy Full time

    Job DescriptionJob DescriptionMusic + Passion + Business = FBMM! Start your career with us today! FBMM represents some of the top recording and touring artists, songwriters, and creatives across all genres of music. Household names? Yep. Global superstars and stadium headliners? That too. We are an established, highly respected entertainment business...


  • Lake Forest, CA 92630, USA, United States Adecco US, Inc. Full time

    Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care Associate Pay Rate: $20/HR Work Schedule: Monday to Friday, 5:00 AM - 2:00 PM Employment Type: Temp to Hire Job Summary: The Customer Care Associate will be responsible for providing exceptional customer service and...


  • Nashville, United States BGSF Full time

    Job Description Sr. Client Support Engineer is the point of reference to solve associates' technology challenges. You will troubleshoot issues related to operating systems, applications, and a variety of hardware devices (desktops/laptops, phone systems, video conferencing, and mobile devices). You will also journal your work in our ticketing system and...


  • Nashville, United States BGSF Full time

    Job Description Sr. Client Support Engineer is the point of reference to solve associates' technology challenges. You will troubleshoot issues related to operating systems, applications, and a variety of hardware devices (desktops/laptops, phone systems, video conferencing, and mobile devices). You will also journal your work in our ticketing system and...