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Wealth Management Client Associate (Boston)

$55k - $75k

UBS Financial Services Inc.

UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1–3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum. Responsibilities include maintaining client information, educating clients on services, and preparing reports. A Bachelor’s degree in Finance or Economics is preferred, along with excellent communication skills and proficiency in Microsoft Office Suite. #J-18808-Ljbffr UBS

Vacancy posted 3 days ago
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