Client Associate
$55k - $75kUBS Financial Services Inc.
About the Role We are looking for a Client Associate to support our wealth management team in Boston. Responsibilities 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. Qualifications Ideally 1–3 years of experience in client service within the finance sector. Bachelor’s degree preferred, focusing on Finance or Economics. Excellent communication and interpersonal skills. Detail‑oriented and thorough. Proficient in Microsoft Office Suite. Work Environment You will be working closely with a wealth management team in the Boston office. Salary & Benefits The indicative gross base salary range for this full‑time role in Massachusetts, Boston is: USD 55,000 – USD 75,000 per annum . Additional variable compensation or awards may be provided at the company’s discretion. UBS offers a competitive benefits package; further details are available at ubs.com/employee-benefits. Legal Compliance 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. Equal Opportunity Statement 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
Vacancy posted 2 days ago
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