Client Associate

Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: 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 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Job Type Full Time Job Reference #

336963BR

City Rockland - Massachusetts Your team You’ll be working with a Wealth Management team in Rockland, MA. Your expertise Series 7 and 66 licenses (preferred, not required) Ideally 2+ 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 Salary information The indicative gross base salary range as a full-time equivalent role: United States - Massachusetts - Rockland min USD 70,000 - max USD 76,000 / annum UBS offers a range of competitive benefits. For further information, please visit the employee benefits website. We may, at our sole discretion, provide additional variable compensation or awards. 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. #J-18808-Ljbffr UBS