keep management systems up-to-date with client information\n
educate clients on account services and capabilities\n
help with the preparation of reports and other materials for client meetings\n
collect the right documentation for opening new accounts and service requests\n
plan team marketing events and maintain marketing materials\n
provide the team with a detailed calendar of activities\nYour team\nYou'll be working with a financial team in West Knoxville, TN.\nYour expertise\n
series 7 and 66 licenses (for registered CSAs only)\n
ideally 1-3 years of experience in client service, within the finance sector\n
bachelor degree preferred\n
excellentmunicator, with solid interpersonal skills\n
detail oriented (nothing gets past you)\n
proficient in Microsoft Office Suite\nAbout us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.

We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\nWe know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers.\nHow we hire\nWe may request you toplete one or more assessments during the application process. Learn more\nJoin us\nAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. 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