Your Rolekeep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and other materials for client meetingscollect the right documentation for opening new accounts and service requestsplan team marketing events and maintain marketing materialsprovide the team with a detailed calendar of activitiesJob TypeFull TimeJob Reference339894BRCityChattanoogaYour teamYou'll be working with a Financial Team in Chattanooga, TN.Your expertiseseries 7 and 66 licenses (for registered CSAs only)ideally 2-4 years of experience in client service, within the finance sectorbachelor degree preferred, focusing on financeexcellent communicator, with solid interpersonal skillsdetail oriented (nothing gets past you)proficient in Microsoft Office SuiteDisclaimer / 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.#J-18808-Ljbffr