Description

Job Reference #
330043BR

Business Divisions
Global Wealth Management

Your role
The Client Service Associate (CSA) delivers day to day service excellence for clients and provides operational and administrative support to Financial Advisors. This entry level role keeps client data accurate, prepares meeting materials, coordinates account opening and service requests, and helps educate clients on firm tools and services. You are a front line problem solver who keeps the team organized and clients informed.

Are you truly service oriented? Do you know how to take care of people? If so, we're looking for a CSA to help with:

1) Client Service & Administration
• Maintain client information across CRM and firm systems; ensure records, preferences, beneficiaries, and service notes are accurate.
• Educate clients on account services and capabilities (Online Services, paperless delivery, statement navigation, mobile check deposit).
• Prepare and quality check materials for client meetings; capture notes and assign follow up tasks immediately after meetings.
• Coordinate account opening and servicing: collect required documentation, track status, and confirm completion with clients.
• Acknowledge client emails and calls same day with next step timeframes; escalate urgent items appropriately.

2) Meeting & Scheduling Support
• Own scheduling for regular planning and "service" meetings; use approved templates and offer Zoom/Teams/phone options.
• Build agendas, assemble pre meeting packets, and ensure advisors have necessary context before every meeting.
• Send recap emails with clear action items and due dates; update Running Notes and CRM tasks.

3) Money Movement, Tax & RMD Coordination
• Coordinate wires/ACH and cashiering requests within firm controls; verify instructions and retain confirmations.
• Liaise with client CPAs for quarterly estimates and annual filings; arrange secure document exchange and confirm payments when directed.
• Track and coordinate Required Minimum Distributions (RMDs) and charitable QCDs per client instructions.

4) Marketing & Events
• Support event logistics (invitations, RSVPs, run of show, post event follow ups) and maintain attendee lists.
• Keep team marketing materials current (bios, website updates, pitch decks) in partnership with marketing resources.

5) Process & Tools
• Use Teams/SharePoint to manage agendas, PIPs (Processes in Progress), templates, and document updates.
• Follow the Service Matrix and Appointment Lifecycle checklists; help identify and implement process improvements.

Title
Client Associate

City
Nashville

Job Type
Full Time

Country / State
United States - Tennessee

Function Category
Business management, administration and support

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.

Your team
Parham│Deidiker Family Wealth Advisors serves a select group of ultra-high-net-worth families, delivering a boutique experience backed by UBS's global resources, emphasizing multi‑generational planning, family office solutions, curated events, and a high‑touch service model.

Key Deliverables (What success looks like)

• Accurate, current client records and documentation across systems.
• Meetings start prepared and end with documented next steps; follow ups closed on time.
• Money movement, tax, and assigned items coordinated accurately, with confirmations sent out.
• Tasks executed end to end and summarized for the team.
• Regular contributions to process improvements and team efficiency.

Your expertise
• Bachelor's degree
• Helpful, but not required: series 7 and 66
• Demonstrated proficiency in Microsoft products (360, Copilot, Outlook, Word, PowerPoint, Excel, Teams, & Sharepoint)
• Strong written and verbal communicator
• Independent, motivated, proactive, and focused
• Detail oriented
• Service mentality
• Highly organized and calm under pressure

About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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



Requisition #: 330043BR

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