Client Associate

18 hours ago

Nashville, TN, United States UBS Full time

Join to apply for the Client Associate role at UBS

Job Reference #: 331728BR

Job Type: Full Time

Your role: Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker?

Responsibilities
  • Welcome and assist clients and visitors, providing an exceptional first impression.
  • Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area.
  • Support the branch management team administratively and assist advisors with client service needs.
  • Carry out cash management functions, process securities and correspondence, and maintain accurate records.
  • Keep management systems up-to-date with client information and documentation.
  • Educate clients on account services and capabilities.
  • Prepare reports and materials for client meetings.
  • Collect required documentation for new accounts and service requests.
  • Maintain risk awareness and ensure compliance with firm policies.
  • Provide the team with a detailed calendar of activities.
About the Team

Youll be working in the Nashville Wealth Management office, where we deliver personalized financial solutions and exceptional service to our clients. In this role, youll play an important part in creating a welcoming environment and supporting advisors in building strong client relationships.

Qualifications
  • Strong interpersonal and communication skills; ability to create a positive client experience.
  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Office Suite; experience with financial services platforms a plus.
  • Series 7 and 66 licenses and/or willingness to obtain.
  • Experience in client service within the finance sector preferred.
  • Bachelors degree preferred.
  • Independent, motivated, proactive, and focused on taking action.

Why Join Us?

This role offers the opportunity to showcase your organizational skills and client service expertise. Whether greeting clients at the front desk or supporting advisors behind the scenes, youll play a key role in delivering the exceptional UBS experience.

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

  • Client Associate

    20 hours ago

    Nashville, TN, United States UBS Full time

    Your role Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker? We're looking for a Client Associate to: • Welcome and assist clients and visitors, providing an exceptional first impression. • Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area. •...

  • Client Associate

    1 week ago

    Nashville, TN, United States UBS Full time

    Your role Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker? We're looking for a Client Associate to: • Welcome and assist clients and visitors, providing an exceptional first impression. • Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area. •...

  • Client Associate

    1 week ago

    Nashville, TN, United States UBS Full time

    Your role Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker? We're looking for a Client Associate to: • Welcome and assist clients and visitors, providing an exceptional first impression. • Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area. •...

  • Client Associate

    7 days ago

    Nashville, TN, United States UBS Full time

    Your role Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker? We're looking for a Client Associate to: • Welcome and assist clients and visitors, providing an exceptional first impression. • Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area. •...

  • Client Associate

    3 days ago

    Nashville, TN, United States UBS Full time

    Your role Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker? We're looking for a Client Associate to: • Welcome and assist clients and visitors, providing an exceptional first impression. • Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area. •...

  • Client Service Associate

    3 days ago

    Nashville, TN, United States Park 6 Logistics Full time

    Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of service. As a Client Service Associate, you will be the frontline representative of...

  • Client Service Associate

    3 days ago

    Nashville, TN, United States Focus Partners Wealth Full time

    PositionSummary: TheClient Service Associate delivers exceptional, solutions-oriented service toadvisors and clients, and they are viewed as an important extension of theadvisory team. The Client Service Associate acts as the primary contactand resource for all operational and service-related requests, ensuring timelyand accurate execution. This role...

  • Client Service Associate

    2 weeks ago

    Nashville, TN, United States Alphabe Insight Inc Full time

    Company Description Dinamic As Group is a forward-thinking organization dedicated to delivering high-quality communication solutions for clients across multiple industries. Our team is built on professionalism, innovation, and a commitment to excellence. We value individuals who bring clarity, strategy, and strong communication skills to every project. As we...

  • Client Service Associate

    1 day ago

    Nashville, TN, United States UBS Full time

    Job Reference # 329050BR City Nashville Job Type Full Time Your role Provide Client Service coverage to highly sophisticated clients (banks, institutional clients, hedge funds & asset managers) in the Prime Brokerage space Act as the Primary point of contact, providing day to day support, including escalation management. Responsible for transactional client...

  • Client Service Associate

    1 day ago

    Nashville, TN, United States UBS Full time

    Job Reference # 329050BR City Nashville Job Type Full Time Your role Provide Client Service coverage to highly sophisticated clients (banks, institutional clients, hedge funds & asset managers) in the Prime Brokerage space Act as the Primary point of contact, providing day to day support, including escalation management. Responsible for transactional client...