Client Associate

Responsibilities You’ll be joining a team with three advisors, and a Wealth Strategy Associate. Your role will be to help strengthen client relationships with all three advisors. You will be the “front line” for client contact, client service issues, and processing the existing and new business of the team. Qualifications Series 7 and 66 licenses (for registered CSAs only) Ideally 3-5 years of experience in client service, within the finance sector Bachelor's or master's degree or equivalent, focusing on finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Benefits Salary: United States - Massachusetts - Springfield min USD 55,000 - max USD 75,000 per annum. The expected salary for this role will be determined by relevant factors including but not limited to role‑required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. 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-Ljbffr