Registered Client Associate
Job in
Chattanooga, Hamilton County, Tennessee, 37450, USA
Listed on 2026-07-01
Listing for:
UBS
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Your Role
- 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
Full Time
Job Reference339894
CityChattanooga
Your teamYou’ll be working with a Financial Team in Chattanooga, TN.
Your expertise- series 7 and 66 licenses (for registered CSAs only)
- ideally 2-4 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-LjbffrPosition Requirements
10+ Years
work experience
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