United States - Tennessee

Business management, administration and support

Global Wealth Management

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.
• 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.

Job Reference #

331728BR

City

Nashville

Job Type

Full Time

Your team

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

Your expertise

• 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.
• Bachelor’s 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, you’ll play a key role in delivering the exceptional UBS experience.

About us

UBS 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.
We 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.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At 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, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.