Wealth Strategy Associate

UBS; Boston; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global financial services firm seeks a motivated professional with strong interpersonal skills and attention to detail. This role requires a bachelor's degree, series 7 and 66 licenses, and an ability to handle multiple priorities in a collaborative yet autonomous setting.

Qualifications

• 1-2 years of experience in client service, ideally within the finance sector.
• Must be series 7 and 66 licensed.
• Self-motivated and able to work in an autonomous environment.

Responsibilities

• Work collaboratively with numerous colleagues and desks across the Firm.
• Thrive in a fast-paced environment and think clearly under pressure.

Skills

Excellent communicator

Strong interpersonal skills

Detail oriented

Time management

Ability to multi-task

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

• series 7 and 66 licensed
• Ideally 1-2 years of experience in client service, ideally within the finance sector
• bachelor's degree or equivalent
• excellent communicator, with strong interpersonal skills
• detail oriented (nothing gets past you)
• excellent in Microsoft Office Suite
• commitment to excellence and a high level of integrity
• self-motivated and able to work in an autonomous, yet collaborative environment
• time management and the ability to prioritize
• ability to multi-task and work with numerous colleagues and desks across the Firm
• ability to work in a fast-paced environment and think clearly under pressure

About the company

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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