Client Associate
UBS Financial Services Inc.
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers. 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.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers. 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.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Associate in Boston, MA vacancy
$40.5k - $67.5k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full Time Client Experience Associate within PNC's Metro Market and Boston Region you will be based in our North Station branch, Boston, MA . PNC is an in-...SuggestedFull timeTemporary workPart timeWork experience placementWork at officePNC
Boston, MA4 days ago$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Boston, MA12 hours ago$49.5k - $77k
...Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch...SuggestedFull timeFlexible hoursRBC
Boston, MA3 days ago$45k - $90k
...well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A Private Advisor... ...seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team...SuggestedWork at officeLocal areaRockefeller Financial
Boston, MA4 days ago- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities:...Suggested
Phaxis
Boston, MA1 day ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at officeVodia Ventures
Boston, MA1 day ago- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management...Work at office
SDL Search Partners
Boston, MA3 days ago $20 - $25 per hour
...Boston area and in Greenwich, Connecticut. Each and every person on our team works in pursuit of a singular goal: to take care of our clients' precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent...Hourly payFull timeTemporary workWorldwideWinston Flowers
Boston, MA1 day ago$65k - $80k
.... The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that... ...information, visit The Position The Client Operations Associate located in Boston will support and work closely with senior members...Temporary workWork at officeFlexible hoursPartners Capital
Boston, MA1 day ago$60k - $65k
...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal areaWaverly Advisors LLC
Boston, MA10 hours ago$65k
...Location: Boston, MA, Massachusetts Type: Perm (Contingency) Job #49538 Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid)...Permanent employmentMonday to FridayAtlantic Group
Boston, MA3 days ago- ...About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth...
SDL Search Partners
Newton, MA11 hours ago $70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeFlexible hoursGuidepoint
Boston, MA1 day ago$64.3k - $85.8k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering...Edelman Financial Engines, LLC
Boston, MA15 days ago$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal areaMorgan Stanley
Boston, MAa month ago$60k - $70k
...5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture...Work at officeImmediate startFlexible hoursAlumni Ventures
Boston, MA15 days ago$60k - $65k
...trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in...Local areaOppenheimer & Co. Inc.
Boston, MA28 days ago$58.5k - $99.5k
...can meet your goals and ours! #LI-Hybrid Overview Knights of Columbus Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location. This individual will have specialized knowledge and...Full timeTemporary workWork at officeFlexible hoursKnights of Columbus - Council 11091
Boston, MA2 days ago$50k - $60k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations....Work experience placementWork at officeLocal areaRWA Wealth Partners LLC
Newton Center, MA14 days ago$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm...Private practiceRemote work2 days per weekDirect Counsel
Boston, MA22 days ago$44k - $66k
...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal areaMorgan Stanley
Wellesley, MA1 day ago$60k - $70k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per weekSCS Financial
Needham, MA22 hours ago$31.2k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal areaMorgan Stanley
Wellesley, MA1 day ago- ...creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-...Remote jobFlexible hours
- ...learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms,... ...What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing...Permanent employmentFull timeInternshipLocal area
$50k - $55k
...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling...Local area$500 per month
Corporate Legal Team Position This is a hybrid in-office role that works out of our Boston location (Monday-Thursday onsite, Friday remote). We are seeking a strategic, business-minded lawyer to join our Boston-based Corporate legal team. This high visibility role...Work at officeImmediate startRemote workMonday to FridayMonday to ThursdayWayfair
Boston, MA3 days ago$125k - $155k
...working conditions, free of disagreeable elements. On an occasional basis, the employee may travel to and work at a job site location or client office location and be located in a trailer or other temporary structure. The noise in this work environment may be moderately loud...Contract workTemporary workFor contractorsWork at officeFlexible hoursTurner Construction
Boston, MA1 day ago$149k - $253k
...high stress environment. ~ Strong written and verbal communications skills, including the ability to communicate concisely to clients & employees, to integrate legal and business knowledge and to provide balanced advice regarding risks. Expected Compensation...Full timeContract workTemporary workWork at officeShift workathenahealth
Boston, MA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!
Related searches
- client success associate Boston, MA
- client services associate Boston, MA
- client relationship associate Boston, MA
- client solutions associate Boston, MA
- client engagement associate Boston, MA
- client account associate Boston, MA
- client training associate
- senior client service associate
- seasonal client associate
- client success associate